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 | $3,632 | $56,357-93.6% | $104,294-96.5% | $68,494-94.7% |
| Participation rate | 64.5% | 63.3%+1.3pp | 73.3%-8.7pp | 67.9%-3.4pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $661 | $1,960-66.3% | $3,372-80.4% | $2,596-74.5% |
| Participant deferral / active EE | $1,756 | $3,077-42.9% | $4,625-62.0% | $4,027-56.4% |
| Admin fee / account holder | $12 | $4,903-99.8% | $7,339-99.8% | $5,403-99.8% |