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 6-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 | $14,482 | $86,332-83.2% | $125,175-88.4% | $65,185-77.8% |
| Participation rate | 58.1% | 75.3%-17.2pp | 79.8%-21.7pp | 70.2%-12.1pp |
| Annual return | 0.00% | 27.43%-27.4pp | 43.79%-43.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $2,265 | $2,040+11.0% | $3,865-41.4% | $2,177+4.1% |
| Participant deferral / active EE | $3,653 | $3,537+3.3% | $4,937-26.0% | $3,514+3.9% |
| Admin fee / account holder | $154 | $609-74.7% | $9,702-98.4% | $847-81.8% |