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 3-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 | $7,238 | $183,519-96.1% | $155,509-95.3% | $145,922-95.0% |
| Participation rate | 68.8% | 82.7%-13.9pp | 78.2%-9.4pp | 80.3%-11.5pp |
| Annual return | 28.62% | 61.17%-32.5pp | 64.67%-36.0pp | 561.29%-532.7pp |
| Employer contribution / active EE | $1,664 | $5,313-68.7% | $4,672-64.4% | $4,660-64.3% |
| Participant deferral / active EE | $2,848 | $6,462-55.9% | $5,626-49.4% | $6,688-57.4% |
| Admin fee / account holder | $180 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |