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 | $27,753 | $202,318-86.3% | $172,739-83.9% | $152,861-81.8% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 33.08% | 1029.65%-996.6pp | 802.84%-769.8pp | 345.32%-312.2pp |
| Employer contribution / active EE | $1,605 | $5,856-72.6% | $5,143-68.8% | $4,762-66.3% |
| Participant deferral / active EE | $9,230 | $5,948+55.2% | $5,198+77.6% | $5,850+57.8% |
| Admin fee / account holder | $129 | $17,109-99.2% | $13,954-99.1% | $11,596-98.9% |