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 8-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 | $16,003 | $64,324-75.1% | $118,925-86.5% | $79,858-80.0% |
| Participation rate | 55.6% | 64.9%-9.3pp | 75.4%-19.8pp | 69.6%-14.1pp |
| Annual return | 22.27% | 86.45%-64.2pp | 35.88%-13.6pp | 31.71%-9.4pp |
| Employer contribution / active EE | $846 | $1,836-53.9% | $3,263-74.1% | $2,471-65.7% |
| Participant deferral / active EE | $1,582 | $2,824-44.0% | $4,265-62.9% | $3,740-57.7% |
| Admin fee / account holder | $221 | $4,040-94.5% | $6,581-96.6% | $5,306-95.8% |