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 6-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 | $20,126 | $227,553-91.2% | $189,557-89.4% | $167,490-88.0% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.4%-18.4pp | 82.1%-22.1pp |
| Annual return | 6654.65% | 78.40%+6576.2pp | 64.17%+6590.5pp | 478.56%+6176.1pp |
| Employer contribution / active EE | $1,469 | $5,316-72.4% | $4,412-66.7% | $4,837-69.6% |
| Participant deferral / active EE | $2,902 | $7,002-58.6% | $6,174-53.0% | $6,341-54.2% |
| Admin fee / account holder | $7 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |