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 | $13,034 | $121,625-89.3% | $104,607-87.5% | $158,922-91.8% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 16.83% | 465.26%-448.4pp | 340.46%-323.6pp | 302.83%-286.0pp |
| Employer contribution / active EE | $291 | $3,163-90.8% | $2,681-89.1% | $4,761-93.9% |
| Participant deferral / active EE | $911 | $4,177-78.2% | $3,740-75.6% | $5,982-84.8% |
| Admin fee / account holder | $104 | $7,787-98.7% | $6,473-98.4% | $11,246-99.1% |