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 | $2,973 | $63,764-95.3% | $81,930-96.4% | $79,858-96.3% |
| Participation rate | 63.0% | 67.5%-4.5pp | 72.0%-9.0pp | 69.6%-6.7pp |
| Annual return | 0.00% | 22.66%-22.7pp | 29.49%-29.5pp | 31.71%-31.7pp |
| Employer contribution / active EE | $438 | $1,795-75.6% | $4,310-89.8% | $2,471-82.3% |
| Participant deferral / active EE | $1,258 | $2,780-54.8% | $7,107-82.3% | $3,740-66.4% |
| Admin fee / account holder | $131 | $4,426-97.0% | $5,158-97.5% | $5,306-97.5% |