See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,096 | $35,183-82.7% | $73,545-91.7% | $70,131-91.3% |
| Participation rate | 27.8% | 42.9%-15.2pp | 54.9%-27.2pp | 69.5%-41.8pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.14%-73.1pp |
| Employer contribution / active EE | $370 | $709-47.8% | $1,219-69.6% | $2,342-84.2% |
| Participant deferral / active EE | $1,389 | $1,220+13.9% | $1,806-23.1% | $3,332-58.3% |
| Admin fee / account holder | $16 | $2,302-99.3% | $2,320-99.3% | $4,645-99.6% |