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 | $5,281 | $98,240-94.6% | $82,313-93.6% | $147,584-96.4% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 58.29% | 30.85%+27.4pp | 25.88%+32.4pp | 578.55%-520.3pp |
| Employer contribution / active EE | $846 | $3,192-73.5% | $2,428-65.1% | $4,876-82.6% |
| Participant deferral / active EE | $1,850 | $4,383-57.8% | $3,706-50.1% | $5,439-66.0% |
| Admin fee / account holder | $1 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |