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 7-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 | $14,371 | $77,813-81.5% | $123,544-88.4% | $64,186-77.6% |
| Participation rate | 64.4% | 74.7%-10.3pp | 82.3%-17.9pp | 69.6%-5.2pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $934 | $3,014-69.0% | $4,628-79.8% | $2,381-60.8% |
| Participant deferral / active EE | $2,237 | $5,240-57.3% | $6,426-65.2% | $3,470-35.5% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,888-100.0% |