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 4-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 | $9,702 | $59,805-83.8% | $79,550-87.8% | $68,494-85.8% |
| Participation rate | 52.0% | 61.1%-9.1pp | 69.5%-17.5pp | 67.9%-15.9pp |
| Annual return | 0.00% | -12.30%+12.3pp | 0.16%-0.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,410 | $1,505-6.3% | $2,413-41.6% | $2,596-45.7% |
| Participant deferral / active EE | $3,773 | $3,024+24.7% | $3,985-5.3% | $4,027-6.3% |
| Admin fee / account holder | $12 | $4,835-99.8% | $6,832-99.8% | $5,403-99.8% |