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 8-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 | $11,037 | $107,334-89.7% | $92,893-88.1% | $152,861-92.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 46.45% | 145.58%-99.1pp | 109.41%-63.0pp | 345.32%-298.9pp |
| Employer contribution / active EE | $1,308 | $4,221-69.0% | $3,653-64.2% | $4,762-72.5% |
| Participant deferral / active EE | $2,698 | $4,845-44.3% | $4,236-36.3% | $5,850-53.9% |
| Admin fee / account holder | $151 | $7,079-97.9% | $5,794-97.4% | $11,596-98.7% |