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 3-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 | $10,789 | $59,107-81.7% | $86,436-87.5% | $68,494-84.2% |
| Participation rate | 55.0% | 75.2%-20.2pp | 80.3%-25.3pp | 67.9%-12.9pp |
| Annual return | 0.00% | -0.23%+0.2pp | 4394.89%-4394.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $742 | $2,519-70.6% | $3,769-80.3% | $2,596-71.4% |
| Participant deferral / active EE | $2,846 | $5,901-51.8% | $6,952-59.1% | $4,027-29.3% |
| Admin fee / account holder | $59 | $5,637-99.0% | $6,731-99.1% | $5,403-98.9% |