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 5-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 | $20,308 | $105,181-80.7% | $159,436-87.3% | $85,850-76.3% |
| Participation rate | 60.7% | 75.8%-15.1pp | 82.8%-22.1pp | 69.3%-8.6pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,707 | $3,318-48.5% | $4,829-64.6% | $2,565-33.4% |
| Participant deferral / active EE | $2,610 | $5,945-56.1% | $7,352-64.5% | $3,952-33.9% |
| Admin fee / account holder | $18 | $6,933-99.7% | $10,799-99.8% | $6,260-99.7% |