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 7-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 | $5,916 | $82,882-92.9% | $127,761-95.4% | $72,985-91.9% |
| Participation rate | 63.3% | 71.5%-8.2pp | 79.0%-15.7pp | 69.5%-6.2pp |
| Annual return | 0.00% | 32.20%-32.2pp | 26.14%-26.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,643 | $3,346-50.9% | $4,574-64.1% | $2,440-32.7% |
| Participant deferral / active EE | $2,348 | $4,791-51.0% | $6,021-61.0% | $3,607-34.9% |
| Admin fee / account holder | $28 | $6,487-99.6% | $9,395-99.7% | $5,124-99.5% |