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 5-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 | $3,209 | $62,573-94.9% | $85,682-96.3% | $85,850-96.3% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.9%-3.2pp | 69.3%-2.6pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $406 | $1,757-76.9% | $2,618-84.5% | $2,565-84.2% |
| Participant deferral / active EE | $1,673 | $2,802-40.3% | $3,923-57.3% | $3,952-57.7% |
| Admin fee / account holder | $6 | $4,640-99.9% | $6,873-99.9% | $6,260-99.9% |