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 8-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 | $15,298 | $107,334-85.7% | $92,893-83.5% | $152,861-90.0% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 28.60% | 145.58%-117.0pp | 109.41%-80.8pp | 345.32%-316.7pp |
| Employer contribution / active EE | $885 | $4,221-79.0% | $3,653-75.8% | $4,762-81.4% |
| Participant deferral / active EE | $1,930 | $4,845-60.2% | $4,236-54.4% | $5,850-67.0% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |