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 6-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 | $7,561 | $78,422-90.4% | $95,952-92.1% | $79,858-90.5% |
| Participation rate | 44.7% | 73.5%-28.8pp | 77.1%-32.4pp | 69.6%-25.0pp |
| Annual return | 0.00% | 19.37%-19.4pp | 91.61%-91.6pp | 31.71%-31.7pp |
| Employer contribution / active EE | $804 | $1,945-58.6% | $2,541-68.3% | $2,471-67.4% |
| Participant deferral / active EE | $2,033 | $3,440-40.9% | $4,167-51.2% | $3,740-45.6% |
| Admin fee / account holder | $85 | $5,622-98.5% | $6,795-98.7% | $5,306-98.4% |