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 7-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 | $13,847 | $115,770-88.0% | $101,248-86.3% | $158,922-91.3% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-33.0pp | 82.0%-39.1pp |
| Annual return | 17.10% | 56.14%-39.0pp | 46.47%-29.4pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,063 | $4,175-74.5% | $3,660-71.0% | $4,761-77.7% |
| Participant deferral / active EE | $1,538 | $4,957-69.0% | $4,370-64.8% | $5,982-74.3% |
| Admin fee / account holder | $163 | $7,245-97.8% | $5,945-97.3% | $11,246-98.6% |