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 8-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 | $10,143 | $112,881-91.0% | $90,951-88.8% | $158,922-93.6% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 23.51% | 215.79%-192.3pp | 134.60%-111.1pp | 302.83%-279.3pp |
| Employer contribution / active EE | $564 | $2,893-80.5% | $2,122-73.4% | $4,761-88.2% |
| Participant deferral / active EE | $1,462 | $4,128-64.6% | $3,373-56.7% | $5,982-75.6% |
| Admin fee / account holder | $96 | $8,041-98.8% | $5,959-98.4% | $11,246-99.1% |