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 | $6,137 | $102,966-94.0% | $90,281-93.2% | $152,861-96.0% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 13.35% | 95.16%-81.8pp | 78.10%-64.8pp | 345.32%-332.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $877 | $4,281-79.5% | $3,885-77.4% | $5,850-85.0% |
| Admin fee / account holder | $175 | $6,171-97.2% | $5,351-96.7% | $11,596-98.5% |