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 4-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 | $2,093 | $46,553-95.5% | $64,056-96.7% | $75,163-97.2% |
| Participation rate | 63.3% | 65.9%-2.6pp | 72.3%-9.0pp | 67.2%-3.9pp |
| Annual return | 61.81% | 26.03%+35.8pp | 33.69%+28.1pp | 160.62%-98.8pp |
| Employer contribution / active EE | $545 | $1,974-72.4% | $2,747-80.2% | $2,670-79.6% |
| Participant deferral / active EE | $774 | $2,837-72.7% | $3,880-80.1% | $4,125-81.2% |
| Admin fee / account holder | $5 | $2,952-99.8% | $3,068-99.8% | $5,651-99.9% |