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 | $14,132 | $97,757-85.5% | $83,848-83.1% | $135,375-89.6% |
| Participation rate | 64.7% | 80.0%-15.2pp | 76.1%-11.4pp | 82.6%-17.9pp |
| Annual return | -8.51% | 1287.37%-1295.9pp | 850.88%-859.4pp | 519.73%-528.2pp |
| Employer contribution / active EE | $993 | $4,222-76.5% | $3,631-72.6% | $4,779-79.2% |
| Participant deferral / active EE | $1,213 | $4,682-74.1% | $4,082-70.3% | $5,609-78.4% |
| Admin fee / account holder | $104 | $6,674-98.4% | $5,478-98.1% | $10,827-99.0% |