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 | $3,246 | $104,974-96.9% | $95,585-96.6% | $142,382-97.7% |
| Participation rate | 69.2% | 75.0%-5.7pp | 72.1%-2.8pp | 80.1%-10.9pp |
| Annual return | 25.50% | 210.33%-184.8pp | 38.56%-13.1pp | 217.08%-191.6pp |
| Employer contribution / active EE | $396 | $2,779-85.8% | $2,527-84.3% | $4,299-90.8% |
| Participant deferral / active EE | $661 | $4,352-84.8% | $4,023-83.6% | $6,507-89.8% |
| Admin fee / account holder | $28 | $6,386-99.6% | $6,127-99.5% | $12,624-99.8% |