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 3-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 | $6,433 | $108,642-94.1% | $74,701-91.4% | $152,861-95.8% |
| Participation rate | 60.0% | 65.3%-5.3pp | 54.5%+5.5pp | 82.4%-22.4pp |
| Annual return | 164.32% | 114.06%+50.3pp | 752.92%-588.6pp | 345.32%-181.0pp |
| Employer contribution / active EE | $2,985 | $1,503+98.6% | $1,084+175.5% | $4,762-37.3% |
| Participant deferral / active EE | $3,589 | $2,712+32.3% | $1,964+82.8% | $5,850-38.6% |
| Admin fee / account holder | $1 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |