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 | $8,986 | $64,707-86.1% | $112,228-92.0% | $68,494-86.9% |
| Participation rate | 52.8% | 67.2%-14.4pp | 75.1%-22.3pp | 67.9%-15.1pp |
| Annual return | -16.21% | -11.40%-4.8pp | 27.45%-43.7pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,492 | $2,746-45.7% | $3,635-59.0% | $2,596-42.5% |
| Participant deferral / active EE | $2,550 | $3,565-28.5% | $4,728-46.1% | $4,027-36.7% |
| Admin fee / account holder | $94 | $5,232-98.2% | $6,410-98.5% | $5,403-98.3% |