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 | $4,132 | $62,586-93.4% | $76,768-94.6% | $64,186-93.6% |
| Participation rate | 56.7% | 72.8%-16.1pp | 77.0%-20.3pp | 69.6%-12.9pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,088 | $1,832-40.6% | $2,485-56.2% | $2,381-54.3% |
| Participant deferral / active EE | $2,134 | $3,145-32.2% | $3,852-44.6% | $3,470-38.5% |
| Admin fee / account holder | $31 | $4,667-99.3% | $6,675-99.5% | $4,888-99.4% |