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 4-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 | $1,083 | $27,915-96.1% | $58,482-98.1% | $75,163-98.6% |
| Participation rate | 51.2% | 38.8%+12.4pp | 50.9%+0.4pp | 67.2%-16.0pp |
| Annual return | 35.44% | 44.20%-8.8pp | 4239.32%-4203.9pp | 160.62%-125.2pp |
| Employer contribution / active EE | $156 | $669-76.7% | $1,053-85.2% | $2,670-94.2% |
| Participant deferral / active EE | $265 | $1,201-78.0% | $1,924-86.2% | $4,125-93.6% |
| Admin fee / account holder | $15 | $1,726-99.1% | $2,516-99.4% | $5,651-99.7% |