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 8-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 | $3,219 | $42,383-92.4% | $76,523-95.8% | $64,186-95.0% |
| Participation rate | 38.7% | 58.1%-19.4pp | 68.0%-29.3pp | 69.6%-30.9pp |
| Annual return | 0.00% | -16.54%+16.5pp | -0.27%+0.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $628 | $1,563-59.8% | $2,647-76.3% | $2,381-73.6% |
| Participant deferral / active EE | $818 | $2,566-68.1% | $3,835-78.7% | $3,470-76.4% |
| Admin fee / account holder | $296 | $3,198-90.7% | $4,848-93.9% | $4,888-93.9% |