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 3-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 | $5,422 | $183,519-97.0% | $155,509-96.5% | $145,922-96.3% |
| Participation rate | 69.2% | 82.7%-13.4pp | 78.2%-9.0pp | 80.3%-11.0pp |
| Annual return | 108.99% | 61.17%+47.8pp | 64.67%+44.3pp | 561.29%-452.3pp |
| Employer contribution / active EE | $1,144 | $5,313-78.5% | $4,672-75.5% | $4,660-75.5% |
| Participant deferral / active EE | $2,026 | $6,462-68.7% | $5,626-64.0% | $6,688-69.7% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |