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 5-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 | $11,024 | $217,402-94.9% | $185,823-94.1% | $167,490-93.4% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 16.18% | 148.36%-132.2pp | 122.05%-105.9pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,454 | $5,873-75.2% | $5,167-71.9% | $4,837-69.9% |
| Participant deferral / active EE | $4,397 | $6,356-30.8% | $5,568-21.0% | $6,341-30.7% |
| Admin fee / account holder | $159 | $19,811-99.2% | $16,237-99.0% | $12,309-98.7% |