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 | $9,372 | $45,073-79.2% | $69,455-86.5% | $72,985-87.2% |
| Participation rate | 35.7% | 68.5%-32.8pp | 74.6%-38.9pp | 69.5%-33.8pp |
| Annual return | 135.02% | 22.65%+112.4pp | 28.97%+106.1pp | 81.00%+54.0pp |
| Employer contribution / active EE | $837 | $2,054-59.2% | $2,779-69.9% | $2,440-65.7% |
| Participant deferral / active EE | $1,668 | $2,602-35.9% | $3,535-52.8% | $3,607-53.8% |
| Admin fee / account holder | $155 | $3,056-94.9% | $3,839-96.0% | $5,124-97.0% |