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 | $2,504 | $46,674-94.6% | $117,472-97.9% | $68,494-96.3% |
| Participation rate | 67.7% | 56.8%+11.0pp | 70.6%-2.8pp | 67.9%-0.1pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $940 | $1,505-37.5% | $4,176-77.5% | $2,596-63.8% |
| Participant deferral / active EE | $2,882 | $2,636+9.3% | $4,070-29.2% | $4,027-28.4% |
| Admin fee / account holder | $184 | $4,020-95.4% | $5,645-96.7% | $5,403-96.6% |