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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,228 | $85,202-91.5% | $172,739-95.8% | $72,985-90.1% |
| Participation rate | 27.7% | 70.1%-42.4pp | 82.6%-55.0pp | 69.5%-41.8pp |
| Annual return | 24.71% | 27.32%-2.6pp | 802.84%-778.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $494 | $3,324-85.1% | $5,143-90.4% | $2,440-79.7% |
| Participant deferral / active EE | $721 | $3,260-77.9% | $5,198-86.1% | $3,607-80.0% |
| Admin fee / account holder | $96 | $5,884-98.4% | $13,954-99.3% | $5,124-98.1% |