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 | $5,057 | $85,022-94.1% | $70,515-92.8% | $139,434-96.4% |
| Participation rate | 61.5% | 73.9%-12.4pp | 68.3%-6.8pp | 80.3%-18.8pp |
| Annual return | 0.00% | 30.38%-30.4pp | 32.77%-32.8pp | 372.94%-372.9pp |
| Employer contribution / active EE | $983 | $3,909-74.9% | $2,973-66.9% | $4,751-79.3% |
| Participant deferral / active EE | $3,863 | $5,890-34.4% | $4,567-15.4% | $6,710-42.4% |
| Admin fee / account holder | $210 | $8,906-97.6% | $6,412-96.7% | $11,403-98.2% |