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 10-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 | $3,044 | $84,527-96.4% | $67,711-95.5% | $125,391-97.6% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.22%-282.2pp |
| Employer contribution / active EE | $837 | $3,292-74.6% | $2,559-67.3% | $4,866-82.8% |
| Participant deferral / active EE | $1,701 | $4,429-61.6% | $3,585-52.6% | $5,352-68.2% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,540-100.0% |