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 7-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 | $2,214 | $100,852-97.8% | $90,404-97.6% | $158,922-98.6% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 119.70% | 1724.20%-1604.5pp | 1293.02%-1173.3pp | 302.83%-183.1pp |
| Employer contribution / active EE | $265 | $3,689-92.8% | $3,262-91.9% | $4,761-94.4% |
| Participant deferral / active EE | $1,163 | $4,348-73.3% | $3,963-70.7% | $5,982-80.6% |
| Admin fee / account holder | $12 | $6,501-99.8% | $5,611-99.8% | $11,246-99.9% |