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 | $8,088 | $78,422-89.7% | $95,952-91.6% | $79,858-89.9% |
| Participation rate | 58.3% | 73.5%-15.2pp | 77.1%-18.7pp | 69.6%-11.3pp |
| Annual return | 36.97% | 19.37%+17.6pp | 91.61%-54.6pp | 31.71%+5.3pp |
| Employer contribution / active EE | $916 | $1,945-52.9% | $2,541-64.0% | $2,471-62.9% |
| Participant deferral / active EE | $1,977 | $3,440-42.5% | $4,167-52.6% | $3,740-47.1% |
| Admin fee / account holder | $27 | $5,622-99.5% | $6,795-99.6% | $5,306-99.5% |