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 5-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 | $4,965 | $85,766-94.2% | $136,294-96.4% | $70,131-92.9% |
| Participation rate | 0.0% | 74.2%-74.2pp | 81.9%-81.9pp | 69.5%-69.5pp |
| Annual return | 0.00% | 31.45%-31.5pp | 5155.94%-5155.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $680 | $2,966-77.1% | $4,695-85.5% | $2,342-71.0% |
| Participant deferral / active EE | $3,504 | $5,051-30.6% | $6,247-43.9% | $3,332+5.2% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |