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 | $21,014 | $81,460-74.2% | $103,333-79.7% | $80,856-74.0% |
| Participation rate | 40.7% | 66.8%-26.1pp | 74.5%-33.8pp | 67.6%-26.9pp |
| Annual return | 32.44% | 25.55%+6.9pp | 24.88%+7.6pp | 35.59%-3.2pp |
| Employer contribution / active EE | $1,320 | $3,105-57.5% | $3,868-65.9% | $2,755-52.1% |
| Participant deferral / active EE | $1,840 | $3,869-52.4% | $5,057-63.6% | $4,296-57.2% |
| Admin fee / account holder | $16 | $6,566-99.8% | $8,355-99.8% | $6,918-99.8% |