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 | $9,109 | $73,933-87.7% | $96,683-90.6% | $75,163-87.9% |
| Participation rate | 34.0% | 66.4%-32.5pp | 74.3%-40.4pp | 67.2%-33.2pp |
| Annual return | 82.09% | 26.70%+55.4pp | 35.69%+46.4pp | 160.62%-78.5pp |
| Employer contribution / active EE | $1,029 | $2,928-64.9% | $3,737-72.5% | $2,670-61.5% |
| Participant deferral / active EE | $1,476 | $3,659-59.7% | $4,878-69.7% | $4,125-64.2% |
| Admin fee / account holder | $120 | $5,216-97.7% | $6,730-98.2% | $5,651-97.9% |