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 10-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 | $15,626 | $99,652-84.3% | $78,778-80.2% | $147,584-89.4% |
| Participation rate | 29.4% | 76.2%-46.8pp | 69.2%-39.8pp | 82.8%-53.4pp |
| Annual return | 20.50% | 47.28%-26.8pp | 35.62%-15.1pp | 578.55%-558.0pp |
| Employer contribution / active EE | $563 | $2,796-79.8% | $1,986-71.6% | $4,876-88.4% |
| Participant deferral / active EE | $616 | $3,664-83.2% | $2,958-79.2% | $5,439-88.7% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |