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 | $11,727 | $107,334-89.1% | $92,893-87.4% | $152,861-92.3% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 0.00% | 145.58%-145.6pp | 109.41%-109.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $847 | $4,221-79.9% | $3,653-76.8% | $4,762-82.2% |
| Participant deferral / active EE | $6,486 | $4,845+33.9% | $4,236+53.1% | $5,850+10.9% |
| Admin fee / account holder | $176 | $7,079-97.5% | $5,794-97.0% | $11,596-98.5% |