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 4-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 | $8,013 | $37,393-78.6% | $77,024-89.6% | $66,914-88.0% |
| Participation rate | 27.4% | 52.9%-25.5pp | 67.9%-40.6pp | 69.8%-42.5pp |
| Annual return | 0.00% | -3.29%+3.3pp | 42.32%-42.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $753 | $1,531-50.8% | $2,812-73.2% | $2,544-70.4% |
| Participant deferral / active EE | $1,109 | $2,617-57.6% | $4,426-74.9% | $4,237-73.8% |
| Admin fee / account holder | $188 | $567-66.8% | $5,425-96.5% | $593-68.2% |