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 | $9,161 | $102,604-91.1% | $86,188-89.4% | $139,434-93.4% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 113.55% | 1922.51%-1809.0pp | 1168.45%-1054.9pp | 372.94%-259.4pp |
| Employer contribution / active EE | $1,157 | $3,032-61.8% | $2,380-51.4% | $4,751-75.6% |
| Participant deferral / active EE | $2,467 | $4,676-47.2% | $3,985-38.1% | $6,710-63.2% |
| Admin fee / account holder | $5 | $8,657-99.9% | $6,852-99.9% | $11,403-100.0% |