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 | $15,451 | $92,222-83.2% | $76,768-79.9% | $135,375-88.6% |
| Participation rate | 60.0% | 79.8%-19.8pp | 77.0%-17.0pp | 82.6%-22.6pp |
| Annual return | -6.47% | 5.46%-11.9pp | 2.43%-8.9pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,538 | $3,216-52.2% | $2,485-38.1% | $4,779-67.8% |
| Participant deferral / active EE | $2,277 | $4,509-49.5% | $3,852-40.9% | $5,609-59.4% |
| Admin fee / account holder | $39 | $10,748-99.6% | $6,675-99.4% | $10,827-99.6% |