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 5-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 | $5,480 | $78,422-93.0% | $95,952-94.3% | $79,858-93.1% |
| Participation rate | 51.2% | 73.5%-22.2pp | 77.1%-25.8pp | 69.6%-18.4pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $938 | $1,945-51.8% | $2,541-63.1% | $2,471-62.0% |
| Participant deferral / active EE | $1,629 | $3,440-52.6% | $4,167-60.9% | $3,740-56.4% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |