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 | $3,479 | $60,124-94.2% | $90,404-96.2% | $79,858-95.6% |
| Participation rate | 29.2% | 65.0%-35.8pp | 72.7%-43.5pp | 69.6%-40.4pp |
| Annual return | 213.20% | 71.94%+141.3pp | 1293.02%-1079.8pp | 31.71%+181.5pp |
| Employer contribution / active EE | $301 | $2,068-85.5% | $3,262-90.8% | $2,471-87.8% |
| Participant deferral / active EE | $786 | $2,938-73.3% | $3,963-80.2% | $3,740-79.0% |
| Admin fee / account holder | $173 | $3,976-95.7% | $5,611-96.9% | $5,306-96.7% |