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 8-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 | $5,526 | $52,279-89.4% | $89,391-93.8% | $79,858-93.1% |
| Participation rate | 63.3% | 57.5%+5.7pp | 68.0%-4.7pp | 69.6%-6.4pp |
| Annual return | 19.85% | 22.16%-2.3pp | 245.62%-225.8pp | 31.71%-11.9pp |
| Employer contribution / active EE | $364 | $1,572-76.8% | $2,586-85.9% | $2,471-85.3% |
| Participant deferral / active EE | $1,259 | $2,740-54.0% | $3,890-67.6% | $3,740-66.3% |
| Admin fee / account holder | $79 | $3,356-97.6% | $4,881-98.4% | $5,306-98.5% |