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 10-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 | $13,451 | $197,825-93.2% | $155,790-91.4% | $125,391-89.3% |
| Participation rate | 53.8% | 82.1%-28.2pp | 76.1%-22.3pp | 83.2%-29.3pp |
| Annual return | 28.23% | 86.74%-58.5pp | 71.54%-43.3pp | 282.22%-254.0pp |
| Employer contribution / active EE | $1,886 | $4,847-61.1% | $3,836-50.8% | $4,866-61.2% |
| Participant deferral / active EE | $2,450 | $5,630-56.5% | $4,797-48.9% | $5,352-54.2% |
| Admin fee / account holder | $120 | $9,545-98.7% | $7,478-98.4% | $9,540-98.7% |