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 7-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 | $7,390 | $108,172-93.2% | $77,482-90.5% | $158,922-95.3% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | 28.15% | 31.67%-3.5pp | 54.79%-26.6pp | 302.83%-274.7pp |
| Employer contribution / active EE | $376 | $1,325-71.6% | $986-61.9% | $4,761-92.1% |
| Participant deferral / active EE | $791 | $2,456-67.8% | $1,861-57.5% | $5,982-86.8% |
| Admin fee / account holder | $26 | $3,708-99.3% | $2,858-99.1% | $11,246-99.8% |