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 | $6,519 | $64,707-89.9% | $112,228-94.2% | $68,494-90.5% |
| Participation rate | 45.2% | 67.2%-22.0pp | 75.1%-29.9pp | 67.9%-22.7pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.45%-27.4pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,322 | $2,746-51.9% | $3,635-63.6% | $2,596-49.1% |
| Participant deferral / active EE | $1,918 | $3,565-46.2% | $4,728-59.4% | $4,027-52.4% |
| Admin fee / account holder | $28 | $5,232-99.5% | $6,410-99.6% | $5,403-99.5% |