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 4-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 | $13,608 | $99,985-86.4% | $146,665-90.7% | $85,850-84.1% |
| Participation rate | 24.5% | 73.1%-48.6pp | 80.1%-55.6pp | 69.3%-44.8pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.74%-22.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,062 | $2,559-58.5% | $4,136-74.3% | $2,565-58.6% |
| Participant deferral / active EE | $2,450 | $4,006-38.8% | $5,506-55.5% | $3,952-38.0% |
| Admin fee / account holder | $82 | $7,702-98.9% | $10,280-99.2% | $6,260-98.7% |