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 | $3,346 | $43,723-92.3% | $121,196-97.2% | $64,186-94.8% |
| Participation rate | 46.5% | 58.3%-11.8pp | 71.7%-25.3pp | 69.6%-23.1pp |
| Annual return | 0.00% | 68.91%-68.9pp | 16.93%-16.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $534 | $1,296-58.8% | $4,022-86.7% | $2,381-77.6% |
| Participant deferral / active EE | $1,282 | $2,280-43.8% | $3,344-61.7% | $3,470-63.1% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |