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 4-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 | $8,886 | $46,674-81.0% | $117,472-92.4% | $68,494-87.0% |
| Participation rate | 44.2% | 56.8%-12.6pp | 70.6%-26.4pp | 67.9%-23.7pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.74%-29.7pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,664 | $1,505+10.6% | $4,176-60.1% | $2,596-35.9% |
| Participant deferral / active EE | $3,085 | $2,636+17.0% | $4,070-24.2% | $4,027-23.4% |
| Admin fee / account holder | $5 | $4,020-99.9% | $5,645-99.9% | $5,403-99.9% |