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 | $11,909 | $148,534-92.0% | $135,903-91.2% | $139,434-91.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 48.07% | 79.19%-31.1pp | 68.23%-20.2pp | 372.94%-324.9pp |
| Employer contribution / active EE | $2,264 | $5,243-56.8% | $4,856-53.4% | $4,751-52.3% |
| Participant deferral / active EE | $3,471 | $8,100-57.1% | $7,758-55.3% | $6,710-48.3% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |