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 7-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 | $16,061 | $124,281-87.1% | $109,143-85.3% | $167,490-90.4% |
| Participation rate | 29.4% | 79.4%-50.0pp | 75.9%-46.5pp | 82.1%-52.7pp |
| Annual return | 10.26% | 26.04%-15.8pp | 25.75%-15.5pp | 478.56%-468.3pp |
| Employer contribution / active EE | $986 | $4,207-76.6% | $3,722-73.5% | $4,837-79.6% |
| Participant deferral / active EE | $1,821 | $5,255-65.3% | $4,653-60.9% | $6,341-71.3% |
| Admin fee / account holder | $243 | $7,970-97.0% | $6,752-96.4% | $12,309-98.0% |