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 | $9,876 | $116,175-91.5% | $93,606-89.4% | $152,861-93.5% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.4%-32.4pp |
| Annual return | 45.30% | 35.96%+9.3pp | 32.76%+12.5pp | 345.32%-300.0pp |
| Employer contribution / active EE | $905 | $3,218-71.9% | $2,718-66.7% | $4,762-81.0% |
| Participant deferral / active EE | $1,815 | $4,603-60.6% | $4,069-55.4% | $5,850-69.0% |
| Admin fee / account holder | $33 | $10,748-99.7% | $7,888-99.6% | $11,596-99.7% |