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 3-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 | $5,701 | $80,717-92.9% | $154,803-96.3% | $84,808-93.3% |
| Participation rate | 57.9% | 66.8%-8.9pp | 78.1%-20.2pp | 68.3%-10.4pp |
| Annual return | 23.02% | 37.96%-14.9pp | 58.88%-35.9pp | 40.90%-17.9pp |
| Employer contribution / active EE | $747 | $2,761-72.9% | $4,305-82.6% | $2,631-71.6% |
| Participant deferral / active EE | $1,569 | $3,303-52.5% | $5,540-71.7% | $4,212-62.7% |
| Admin fee / account holder | $202 | $6,746-97.0% | $14,329-98.6% | $7,344-97.3% |