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 4-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 | $9,293 | $117,841-92.1% | $102,423-90.9% | $145,922-93.6% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 20.20% | 31.65%-11.4pp | 29.32%-9.1pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,441 | $3,615-32.5% | $3,023-19.3% | $4,660-47.6% |
| Participant deferral / active EE | $2,615 | $5,731-54.4% | $5,053-48.2% | $6,688-60.9% |
| Admin fee / account holder | $35 | $13,326-99.7% | $9,451-99.6% | $13,397-99.7% |