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 | $16,410 | $109,881-85.1% | $150,045-89.1% | $84,808-80.6% |
| Participation rate | 62.5% | 76.1%-13.6pp | 82.3%-19.8pp | 68.3%-5.8pp |
| Annual return | 19.20% | 28.25%-9.0pp | 62.55%-43.4pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,071 | $3,561-41.8% | $4,693-55.9% | $2,631-21.3% |
| Participant deferral / active EE | $5,029 | $6,636-24.2% | $7,997-37.1% | $4,212+19.4% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |