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 8-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 | $3,887 | $108,642-96.4% | $74,701-94.8% | $152,861-97.5% |
| Participation rate | 9.5% | 65.3%-55.8pp | 54.5%-44.9pp | 82.4%-72.9pp |
| Annual return | 43.05% | 114.06%-71.0pp | 752.92%-709.9pp | 345.32%-302.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $1,084-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $213 | $2,712-92.2% | $1,964-89.2% | $5,850-96.4% |
| Admin fee / account holder | $11 | $4,902-99.8% | $3,333-99.7% | $11,596-99.9% |