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 9-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 | $8,297 | $102,966-91.9% | $90,281-90.8% | $152,861-94.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 27.42% | 95.16%-67.7pp | 78.10%-50.7pp | 345.32%-317.9pp |
| Employer contribution / active EE | $474 | $3,139-84.9% | $2,854-83.4% | $4,762-90.0% |
| Participant deferral / active EE | $1,306 | $4,281-69.5% | $3,885-66.4% | $5,850-77.7% |
| Admin fee / account holder | $87 | $6,171-98.6% | $5,351-98.4% | $11,596-99.2% |