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 | $4,478 | $106,515-95.8% | $96,683-95.4% | $139,434-96.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 0.00% | 38.43%-38.4pp | 35.69%-35.7pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,941 | $4,103-52.7% | $3,737-48.1% | $4,751-59.1% |
| Participant deferral / active EE | $1,941 | $5,454-64.4% | $4,878-60.2% | $6,710-71.1% |
| Admin fee / account holder | $43 | $7,877-99.5% | $6,730-99.4% | $11,403-99.6% |