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 | $4,054 | $69,977-94.2% | $108,579-96.3% | $62,891-93.6% |
| Participation rate | 42.1% | 72.9%-30.8pp | 79.6%-37.5pp | 69.3%-27.2pp |
| Annual return | 0.00% | 10.73%-10.7pp | -51.70%+51.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $704 | $2,135-67.0% | $3,758-81.3% | $2,281-69.1% |
| Participant deferral / active EE | $1,453 | $3,165-54.1% | $4,311-66.3% | $3,203-54.6% |
| Admin fee / account holder | $103 | $5,076-98.0% | $7,645-98.7% | $4,296-97.6% |