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 | $1,540 | $90,320-98.3% | $59,496-97.4% | $125,391-98.8% |
| Participation rate | 66.7% | 68.3%-1.6pp | 54.6%+12.1pp | 83.2%-16.5pp |
| Annual return | -1.88% | 369.13%-371.0pp | 182.05%-183.9pp | 282.22%-284.1pp |
| Employer contribution / active EE | $0 | $1,792-100.0% | $1,153-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1 | $3,063-100.0% | $2,232-100.0% | $9,540-100.0% |