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 | $4,586 | $106,115-95.7% | $85,969-94.7% | $125,391-96.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 76.5%-16.5pp | 83.2%-23.2pp |
| Annual return | 0.00% | 13.93%-13.9pp | 9.32%-9.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,245 | $4,537-72.6% | $3,474-64.2% | $4,866-74.4% |
| Participant deferral / active EE | $1,557 | $4,859-68.0% | $3,829-59.4% | $5,352-70.9% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,540-100.0% |