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 8-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 | $5,812 | $107,934-94.6% | $91,989-93.7% | $152,861-96.2% |
| Participation rate | 57.1% | 81.2%-24.0pp | 78.6%-21.5pp | 82.4%-25.3pp |
| Annual return | 1285.06% | 89.24%+1195.8pp | 69.02%+1216.0pp | 345.32%+939.7pp |
| Employer contribution / active EE | $1,249 | $4,210-70.3% | $3,452-63.8% | $4,762-73.8% |
| Participant deferral / active EE | $1,899 | $6,364-70.2% | $5,923-67.9% | $5,850-67.5% |
| Admin fee / account holder | $7 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |