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 | $27,010 | $78,705-65.7% | $117,854-77.1% | $70,131-61.5% |
| Participation rate | 52.4% | 73.2%-20.8pp | 79.7%-27.3pp | 69.5%-17.2pp |
| Annual return | 55.68% | 23.30%+32.4pp | 335.08%-279.4pp | 73.14%-17.5pp |
| Employer contribution / active EE | $1,245 | $2,223-44.0% | $3,786-67.1% | $2,342-46.8% |
| Participant deferral / active EE | $2,540 | $3,297-23.0% | $4,482-43.3% | $3,332-23.8% |
| Admin fee / account holder | $67 | $5,065-98.7% | $8,020-99.2% | $4,645-98.6% |