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 | $3,310 | $72,400-95.4% | $67,502-95.1% | $145,922-97.7% |
| Participation rate | 62.5% | 76.9%-14.4pp | 72.9%-10.4pp | 80.3%-17.8pp |
| Annual return | 15.98% | 7182.46%-7166.5pp | 3512.12%-3496.1pp | 561.29%-545.3pp |
| Employer contribution / active EE | $655 | $3,069-78.7% | $2,731-76.0% | $4,660-85.9% |
| Participant deferral / active EE | $1,283 | $4,783-73.2% | $4,000-67.9% | $6,688-80.8% |
| Admin fee / account holder | $213 | $5,539-96.2% | $3,998-94.7% | $13,397-98.4% |