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 | $8,394 | $89,355-90.6% | $141,162-94.1% | $72,985-88.5% |
| Participation rate | 63.0% | 75.1%-12.2pp | 82.5%-19.5pp | 69.5%-6.5pp |
| Annual return | 0.00% | 111.85%-111.8pp | 71.39%-71.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,265 | $3,114-59.4% | $4,735-73.3% | $2,440-48.1% |
| Participant deferral / active EE | $2,988 | $5,418-44.9% | $6,709-55.5% | $3,607-17.2% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |