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 7-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 | $5,843 | $37,426-84.4% | $77,482-92.5% | $79,858-92.7% |
| Participation rate | 14.3% | 41.5%-27.2pp | 54.2%-39.9pp | 69.6%-55.3pp |
| Annual return | 489.55% | 39.70%+449.8pp | 54.79%+434.8pp | 31.71%+457.8pp |
| Employer contribution / active EE | $271 | $637-57.4% | $986-72.5% | $2,471-89.0% |
| Participant deferral / active EE | $456 | $1,260-63.8% | $1,861-75.5% | $3,740-87.8% |
| Admin fee / account holder | $9 | $2,504-99.7% | $2,858-99.7% | $5,306-99.8% |