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 9-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 | $27,952 | $198,466-85.9% | $170,442-83.6% | $147,584-81.1% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 31.66% | 257.29%-225.6pp | 205.93%-174.3pp | 578.55%-546.9pp |
| Employer contribution / active EE | $2,897 | $6,184-53.1% | $5,433-46.7% | $4,876-40.6% |
| Participant deferral / active EE | $8,161 | $5,629+45.0% | $4,939+65.2% | $5,439+50.1% |
| Admin fee / account holder | $204 | $16,852-98.8% | $13,880-98.5% | $10,885-98.1% |