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 9-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 | $4,217 | $49,177-91.4% | $79,464-94.7% | $64,186-93.4% |
| Participation rate | 64.6% | 65.0%-0.4pp | 73.3%-8.8pp | 69.6%-5.0pp |
| Annual return | 8.62% | -1.16%+9.8pp | 718.14%-709.5pp | 7.63%+1.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,530 | $2,821-45.8% | $3,704-58.7% | $3,470-55.9% |
| Admin fee / account holder | $236 | $3,839-93.8% | $5,113-95.4% | $4,888-95.2% |