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 8-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 | $2,872 | $39,122-92.7% | $57,179-95.0% | $62,891-95.4% |
| Participation rate | 38.9% | 70.5%-31.6pp | 75.3%-36.5pp | 69.3%-30.4pp |
| Annual return | 26.17% | 9.23%+16.9pp | 14.59%+11.6pp | 20.14%+6.0pp |
| Employer contribution / active EE | $441 | $1,874-76.4% | $2,682-83.5% | $2,281-80.6% |
| Participant deferral / active EE | $755 | $2,374-68.2% | $3,096-75.6% | $3,203-76.4% |
| Admin fee / account holder | $95 | $2,592-96.3% | $3,139-97.0% | $4,296-97.8% |