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 | $5,115 | $108,172-95.3% | $77,482-93.4% | $158,922-96.8% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | 0.00% | 31.67%-31.7pp | 54.79%-54.8pp | 302.83%-302.8pp |
| Employer contribution / active EE | $797 | $1,325-39.8% | $986-19.2% | $4,761-83.3% |
| Participant deferral / active EE | $2,023 | $2,456-17.6% | $1,861+8.7% | $5,982-66.2% |
| Admin fee / account holder | $255 | $3,708-93.1% | $2,858-91.1% | $11,246-97.7% |