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 | $4,515 | $37,426-87.9% | $77,482-94.2% | $79,858-94.3% |
| Participation rate | 14.3% | 41.5%-27.2pp | 54.2%-39.9pp | 69.6%-55.3pp |
| Annual return | 0.00% | 39.70%-39.7pp | 54.79%-54.8pp | 31.71%-31.7pp |
| Employer contribution / active EE | $194 | $637-69.5% | $986-80.3% | $2,471-92.2% |
| Participant deferral / active EE | $444 | $1,260-64.8% | $1,861-76.2% | $3,740-88.1% |
| Admin fee / account holder | $95 | $2,504-96.2% | $2,858-96.7% | $5,306-98.2% |