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 | $4,400 | $45,863-90.4% | $77,024-94.3% | $68,494-93.6% |
| Participation rate | 60.0% | 55.9%+4.1pp | 67.9%-7.9pp | 67.9%-7.9pp |
| Annual return | -19.91% | 1.72%-21.6pp | 42.32%-62.2pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,004 | $1,650-39.1% | $2,812-64.3% | $2,596-61.3% |
| Participant deferral / active EE | $1,316 | $2,962-55.6% | $4,426-70.3% | $4,027-67.3% |
| Admin fee / account holder | $113 | $3,041-96.3% | $5,425-97.9% | $5,403-97.9% |