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 | $4,847 | $82,630-94.1% | $64,105-92.4% | $125,391-96.1% |
| Participation rate | 58.8% | 75.9%-17.0pp | 68.2%-9.3pp | 83.2%-24.4pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,318 | $2,671-50.7% | $1,820-27.6% | $4,866-72.9% |
| Participant deferral / active EE | $1,590 | $3,608-55.9% | $2,822-43.7% | $5,352-70.3% |
| Admin fee / account holder | $6 | $6,382-99.9% | $4,499-99.9% | $9,540-99.9% |