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 | $23,815 | $105,181-77.4% | $159,436-85.1% | $85,850-72.3% |
| Participation rate | 48.9% | 75.8%-26.9pp | 82.8%-33.9pp | 69.3%-20.4pp |
| Annual return | 20.74% | 45.07%-24.3pp | 263.57%-242.8pp | 318.53%-297.8pp |
| Employer contribution / active EE | $1,510 | $3,318-54.5% | $4,829-68.7% | $2,565-41.1% |
| Participant deferral / active EE | $3,792 | $5,945-36.2% | $7,352-48.4% | $3,952-4.0% |
| Admin fee / account holder | $40 | $6,933-99.4% | $10,799-99.6% | $6,260-99.4% |