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 | $4,741 | $96,305-95.1% | $80,569-94.1% | $139,434-96.6% |
| Participation rate | 63.6% | 73.6%-10.0pp | 67.0%-3.4pp | 80.3%-16.7pp |
| Annual return | 0.00% | 1350.08%-1350.1pp | 935.43%-935.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $586 | $3,262-82.0% | $2,723-78.5% | $4,751-87.7% |
| Participant deferral / active EE | $2,252 | $5,232-57.0% | $4,447-49.4% | $6,710-66.4% |
| Admin fee / account holder | $3 | $6,599-100.0% | $5,377-99.9% | $11,403-100.0% |