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 6-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 | $12,982 | $126,574-89.7% | $106,213-87.8% | $145,922-91.1% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.6pp |
| Annual return | 12.76% | 224.79%-212.0pp | 116.14%-103.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,140 | $3,730-69.4% | $3,171-64.1% | $4,660-75.5% |
| Participant deferral / active EE | $1,729 | $5,724-69.8% | $5,016-65.5% | $6,688-74.2% |
| Admin fee / account holder | $68 | $17,304-99.6% | $11,033-99.4% | $13,397-99.5% |