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 10-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 | $24,498 | $202,318-87.9% | $172,739-85.8% | $152,861-84.0% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.4%-18.8pp |
| Annual return | 13.11% | 1029.65%-1016.5pp | 802.84%-789.7pp | 345.32%-332.2pp |
| Employer contribution / active EE | $2,709 | $5,856-53.7% | $5,143-47.3% | $4,762-43.1% |
| Participant deferral / active EE | $4,661 | $5,948-21.6% | $5,198-10.3% | $5,850-20.3% |
| Admin fee / account holder | $165 | $17,109-99.0% | $13,954-98.8% | $11,596-98.6% |