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 10-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 | $11,993 | $49,280-75.7% | $67,313-82.2% | $64,186-81.3% |
| Participation rate | 44.2% | 60.8%-16.6pp | 69.1%-24.9pp | 69.6%-25.4pp |
| Annual return | 5.65% | -1.39%+7.0pp | -4.08%+9.7pp | 7.63%-2.0pp |
| Employer contribution / active EE | $554 | $1,668-66.8% | $2,566-78.4% | $2,381-76.7% |
| Participant deferral / active EE | $1,643 | $2,484-33.9% | $3,568-54.0% | $3,470-52.6% |
| Admin fee / account holder | $240 | $3,863-93.8% | $4,507-94.7% | $4,888-95.1% |