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 | $300 | $104,106-99.7% | $71,086-99.6% | $135,375-99.8% |
| Participation rate | 30.8% | 65.7%-34.9pp | 54.7%-23.9pp | 82.6%-51.9pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $88 | $2,527-96.5% | $1,874-95.3% | $5,609-98.4% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,827-100.0% |