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 | $9,152 | $71,809-87.3% | $61,048-85.0% | $152,861-94.0% |
| Participation rate | 50.0% | 84.2%-34.2pp | 79.3%-29.3pp | 82.4%-32.4pp |
| Annual return | 0.00% | 29.74%-29.7pp | 26.18%-26.2pp | 345.32%-345.3pp |
| Employer contribution / active EE | $1,482 | $4,545-67.4% | $3,716-60.1% | $4,762-68.9% |
| Participant deferral / active EE | $2,774 | $5,467-49.3% | $4,470-37.9% | $5,850-52.6% |
| Admin fee / account holder | $33 | $4,750-99.3% | $3,728-99.1% | $11,596-99.7% |