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 | $4,613 | $106,515-95.7% | $96,683-95.2% | $139,434-96.7% |
| Participation rate | 68.2% | 77.8%-9.7pp | 74.3%-6.2pp | 80.3%-12.1pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $972 | $4,103-76.3% | $3,737-74.0% | $4,751-79.5% |
| Participant deferral / active EE | $2,007 | $5,454-63.2% | $4,878-58.9% | $6,710-70.1% |
| Admin fee / account holder | $167 | $7,877-97.9% | $6,730-97.5% | $11,403-98.5% |