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 10-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 | $5,244 | $58,828-91.1% | $77,999-93.3% | $62,891-91.7% |
| Participation rate | 57.7% | 71.1%-13.4pp | 75.5%-17.8pp | 69.3%-11.6pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $400 | $1,672-76.1% | $2,470-83.8% | $2,281-82.4% |
| Participant deferral / active EE | $2,496 | $2,686-7.1% | $3,497-28.6% | $3,203-22.1% |
| Admin fee / account holder | $71 | $4,393-98.4% | $5,480-98.7% | $4,296-98.3% |