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 10-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 | $10,029 | $87,733-88.6% | $106,548-90.6% | $85,850-88.3% |
| Participation rate | 37.5% | 71.9%-34.4pp | 76.1%-38.6pp | 69.3%-31.8pp |
| Annual return | 16.31% | 21.86%-5.5pp | 26.80%-10.5pp | 318.53%-302.2pp |
| Employer contribution / active EE | $815 | $2,073-60.7% | $2,819-71.1% | $2,565-68.2% |
| Participant deferral / active EE | $1,981 | $3,469-42.9% | $4,398-55.0% | $3,952-49.9% |
| Admin fee / account holder | $5 | $6,767-99.9% | $7,407-99.9% | $6,260-99.9% |