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 | $15,467 | $135,952-88.6% | $123,892-87.5% | $273,961-94.4% |
| Participation rate | 52.2% | 84.1%-31.9pp | 81.4%-29.2pp | 83.0%-30.8pp |
| Annual return | 9.31% | 56.63%-47.3pp | 47.52%-38.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,934 | $5,170-62.6% | $4,617-58.1% | $4,869-60.3% |
| Participant deferral / active EE | $2,761 | $6,343-56.5% | $5,984-53.9% | $5,287-47.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |