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 | $5,815 | $92,703-93.7% | $82,719-93.0% | $134,475-95.7% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.6%-14.2pp | 81.2%-22.9pp |
| Annual return | -20.70% | 944.92%-965.6pp | 701.18%-721.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,217 | $3,274-62.8% | $3,009-59.6% | $4,740-74.3% |
| Participant deferral / active EE | $965 | $4,802-79.9% | $4,395-78.0% | $6,400-84.9% |
| Admin fee / account holder | $20 | $5,983-99.7% | $5,329-99.6% | $11,426-99.8% |