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 7-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 | $5,981 | $54,762-89.1% | $90,281-93.4% | $72,985-91.8% |
| Participation rate | 43.3% | 65.1%-21.8pp | 73.3%-29.9pp | 69.5%-26.2pp |
| Annual return | 0.00% | 30.63%-30.6pp | 78.10%-78.1pp | 81.00%-81.0pp |
| Employer contribution / active EE | $354 | $2,092-83.1% | $2,854-87.6% | $2,440-85.5% |
| Participant deferral / active EE | $2,147 | $2,887-25.6% | $3,885-44.8% | $3,607-40.5% |
| Admin fee / account holder | $20 | $3,972-99.5% | $5,351-99.6% | $5,124-99.6% |