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 | $1,530 | $51,175-97.0% | $70,515-97.8% | $75,163-98.0% |
| Participation rate | 63.0% | 60.9%+2.0pp | 68.3%-5.4pp | 67.2%-4.2pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $463 | $1,826-74.7% | $2,973-84.4% | $2,670-82.7% |
| Participant deferral / active EE | $909 | $2,849-68.1% | $4,567-80.1% | $4,125-78.0% |
| Admin fee / account holder | $40 | $4,091-99.0% | $6,412-99.4% | $5,651-99.3% |