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 | $3,816 | $228,332-98.3% | $185,823-97.9% | $158,922-97.6% |
| Participation rate | 54.5% | 82.3%-27.8pp | 78.0%-23.5pp | 82.0%-27.4pp |
| Annual return | 0.00% | 40.80%-40.8pp | 35.95%-36.0pp | 302.83%-302.8pp |
| Employer contribution / active EE | $646 | $4,967-87.0% | $4,087-84.2% | $4,761-86.4% |
| Participant deferral / active EE | $1,613 | $6,415-74.8% | $5,632-71.4% | $5,982-73.0% |
| Admin fee / account holder | $71 | $11,864-99.4% | $9,500-99.2% | $11,246-99.4% |