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 | $13,405 | $176,377-92.4% | $134,143-90.0% | $158,922-91.6% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | 7.62% | 63.63%-56.0pp | 36.33%-28.7pp | 302.83%-295.2pp |
| Employer contribution / active EE | $1,082 | $5,040-78.5% | $3,704-70.8% | $4,761-77.3% |
| Participant deferral / active EE | $1,188 | $4,091-71.0% | $3,499-66.1% | $5,982-80.1% |
| Admin fee / account holder | $53 | $8,718-99.4% | $6,684-99.2% | $11,246-99.5% |