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 7-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 | $11,815 | $165,335-92.9% | $149,696-92.1% | $158,922-92.6% |
| Participation rate | 57.9% | 84.6%-26.7pp | 82.5%-24.6pp | 82.0%-24.1pp |
| Annual return | 24.52% | 348.15%-323.6pp | 276.60%-252.1pp | 302.83%-278.3pp |
| Employer contribution / active EE | $1,214 | $5,103-76.2% | $4,644-73.9% | $4,761-74.5% |
| Participant deferral / active EE | $1,859 | $7,181-74.1% | $6,842-72.8% | $5,982-68.9% |
| Admin fee / account holder | $139 | $10,807-98.7% | $9,309-98.5% | $11,246-98.8% |