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 | $10,077 | $56,897-82.3% | $84,750-88.1% | $62,891-84.0% |
| Participation rate | 32.2% | 68.5%-36.3pp | 76.6%-44.4pp | 69.3%-37.1pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $854 | $2,400-64.4% | $3,574-76.1% | $2,281-62.5% |
| Participant deferral / active EE | $1,524 | $2,709-43.8% | $3,712-58.9% | $3,203-52.4% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |