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 6-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 | $21,997 | $62,127-64.6% | $81,382-73.0% | $74,495-70.5% |
| Participation rate | 24.1% | 64.0%-40.0pp | 69.5%-45.4pp | 67.2%-43.1pp |
| Annual return | 13.39% | 16.48%-3.1pp | 24.73%-11.3pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $866 | $1,882-54.0% | $2,463-64.8% | $2,623-67.0% |
| Participant deferral / active EE | $1,350 | $3,229-58.2% | $3,883-65.2% | $4,346-68.9% |
| Admin fee / account holder | $176 | $1,934-90.9% | $5,768-96.9% | $1,942-90.9% |