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 | $2,794 | $104,106-97.3% | $71,086-96.1% | $135,375-97.9% |
| Participation rate | 57.1% | 65.7%-8.5pp | 54.7%+2.5pp | 82.6%-25.5pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.73%-519.7pp |
| Employer contribution / active EE | $259 | $1,485-82.5% | $1,088-76.1% | $4,779-94.6% |
| Participant deferral / active EE | $1,501 | $2,527-40.6% | $1,874-19.9% | $5,609-73.2% |
| Admin fee / account holder | $261 | $4,142-93.7% | $3,082-91.5% | $10,827-97.6% |