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 | $14,764 | $72,277-79.6% | $101,248-85.4% | $79,858-81.5% |
| Participation rate | 63.3% | 68.5%-5.2pp | 75.8%-12.5pp | 69.6%-6.4pp |
| Annual return | 0.00% | 22.30%-22.3pp | 46.47%-46.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $5,085 | $2,692+88.9% | $3,660+39.0% | $2,471+105.8% |
| Participant deferral / active EE | $3,944 | $3,282+20.2% | $4,370-9.8% | $3,740+5.4% |
| Admin fee / account holder | $29 | $4,400-99.3% | $5,945-99.5% | $5,306-99.4% |