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 | $13,176 | $99,341-86.7% | $84,750-84.5% | $273,961-95.2% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 9.23% | 22.93%-13.7pp | 22.78%-13.6pp | 41.45%-32.2pp |
| Employer contribution / active EE | $958 | $4,214-77.3% | $3,574-73.2% | $4,869-80.3% |
| Participant deferral / active EE | $2,543 | $4,269-40.4% | $3,712-31.5% | $5,287-51.9% |
| Admin fee / account holder | $242 | $6,644-96.4% | $5,332-95.5% | $10,132-97.6% |