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 | $10,577 | $148,534-92.9% | $135,903-92.2% | $139,434-92.4% |
| Participation rate | 63.2% | 83.9%-20.7pp | 81.9%-18.7pp | 80.3%-17.2pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,750 | $5,243-66.6% | $4,856-64.0% | $4,751-63.2% |
| Participant deferral / active EE | $4,538 | $8,100-44.0% | $7,758-41.5% | $6,710-32.4% |
| Admin fee / account holder | $44 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |