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 4-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 | $11,766 | $148,534-92.1% | $135,903-91.3% | $139,434-91.6% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 26.18% | 79.19%-53.0pp | 68.23%-42.0pp | 372.94%-346.8pp |
| Employer contribution / active EE | $1,121 | $5,243-78.6% | $4,856-76.9% | $4,751-76.4% |
| Participant deferral / active EE | $3,213 | $8,100-60.3% | $7,758-58.6% | $6,710-52.1% |
| Admin fee / account holder | $156 | $12,400-98.7% | $10,762-98.6% | $11,403-98.6% |