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 | $16,290 | $83,908-80.6% | $68,509-76.2% | $125,391-87.0% |
| Participation rate | 66.7% | 78.2%-11.5pp | 74.7%-8.1pp | 83.2%-16.5pp |
| Annual return | 0.00% | 14.48%-14.5pp | 8.27%-8.3pp | 282.22%-282.2pp |
| Employer contribution / active EE | $3,520 | $3,031+16.1% | $2,278+54.5% | $4,866-27.7% |
| Participant deferral / active EE | $7,514 | $4,125+82.2% | $3,382+122.2% | $5,352+40.4% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,540-100.0% |