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 | $20,786 | $98,750-79.0% | $149,696-86.1% | $79,858-74.0% |
| Participation rate | 55.3% | 75.8%-20.5pp | 82.5%-27.2pp | 69.6%-14.4pp |
| Annual return | 0.00% | 27.43%-27.4pp | 276.60%-276.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,652 | $3,216-48.6% | $4,644-64.4% | $2,471-33.1% |
| Participant deferral / active EE | $3,492 | $5,680-38.5% | $6,842-49.0% | $3,740-6.6% |
| Admin fee / account holder | $147 | $6,053-97.6% | $9,309-98.4% | $5,306-97.2% |