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 | $17,344 | $179,726-90.4% | $156,263-88.9% | $142,382-87.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 22.13% | 77.86%-55.7pp | 59.47%-37.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,667 | $5,069-67.1% | $4,333-61.5% | $4,299-61.2% |
| Participant deferral / active EE | $2,084 | $6,956-70.0% | $6,158-66.2% | $6,507-68.0% |
| Admin fee / account holder | $33 | $17,272-99.8% | $14,255-99.8% | $12,624-99.7% |