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 6-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 | $7,981 | $52,279-84.7% | $89,391-91.1% | $79,858-90.0% |
| Participation rate | 55.6% | 57.5%-2.0pp | 68.0%-12.4pp | 69.6%-14.1pp |
| Annual return | 0.00% | 22.16%-22.2pp | 245.62%-245.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $312 | $1,572-80.1% | $2,586-87.9% | $2,471-87.4% |
| Participant deferral / active EE | $1,700 | $2,740-37.9% | $3,890-56.3% | $3,740-54.5% |
| Admin fee / account holder | $87 | $3,356-97.4% | $4,881-98.2% | $5,306-98.4% |