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 | $26,661 | $180,449-85.2% | $154,107-82.7% | $135,375-80.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -6.64% | 888.09%-894.7pp | 735.12%-741.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $2,247 | $6,035-62.8% | $5,298-57.6% | $4,779-53.0% |
| Participant deferral / active EE | $6,600 | $5,806+13.7% | $5,081+29.9% | $5,609+17.7% |
| Admin fee / account holder | $238 | $16,143-98.5% | $13,411-98.2% | $10,827-97.8% |