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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $797 | $83,477-99.0% | $125,175-99.4% | $72,985-98.9% |
| Participation rate | 55.7% | 73.3%-17.6pp | 79.8%-24.0pp | 69.5%-13.7pp |
| Annual return | 26.62% | 25.78%+0.8pp | 43.79%-17.2pp | 81.00%-54.4pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,585-100.0% | $4,937-100.0% | $3,607-100.0% |
| Admin fee / account holder | $26 | $5,517-99.5% | $9,702-99.7% | $5,124-99.5% |