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 9-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 | $7,360 | $95,193-92.3% | $76,523-90.4% | $135,375-94.6% |
| Participation rate | 52.9% | 74.4%-21.4pp | 68.0%-15.1pp | 82.6%-29.7pp |
| Annual return | 0.00% | 4.85%-4.8pp | -0.27%+0.3pp | 519.73%-519.7pp |
| Employer contribution / active EE | $299 | $3,302-90.9% | $2,647-88.7% | $4,779-93.7% |
| Participant deferral / active EE | $3,742 | $4,639-19.3% | $3,835-2.4% | $5,609-33.3% |
| Admin fee / account holder | $20 | $6,249-99.7% | $4,848-99.6% | $10,827-99.8% |