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 | $12,149 | $55,706-78.2% | $75,886-84.0% | $72,985-83.4% |
| Participation rate | 61.5% | 61.1%+0.4pp | 69.3%-7.7pp | 69.5%-7.9pp |
| Annual return | 0.00% | 27.59%-27.6pp | 30.76%-30.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,189 | $2,634-16.9% | $3,603-39.3% | $3,607-39.3% |
| Admin fee / account holder | $67 | $3,978-98.3% | $5,418-98.8% | $5,124-98.7% |