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.
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 | $8,365 | $106,584-92.2% | $101,326-91.7% | $142,382-94.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 15.43% | 36.93%-21.5pp | 36.82%-21.4pp | 217.08%-201.6pp |
| Employer contribution / active EE | $604 | $3,956-84.7% | $3,665-83.5% | $4,299-86.0% |
| Participant deferral / active EE | $755 | $8,297-90.9% | $7,994-90.6% | $6,507-88.4% |
| Admin fee / account holder | $12 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |