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 3-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 | $7,460 | $106,515-93.0% | $96,683-92.3% | $139,434-94.6% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $954 | $4,103-76.7% | $3,737-74.5% | $4,751-79.9% |
| Participant deferral / active EE | $3,058 | $5,454-43.9% | $4,878-37.3% | $6,710-54.4% |
| Admin fee / account holder | $44 | $7,877-99.4% | $6,730-99.4% | $11,403-99.6% |