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 | $8,865 | $81,248-89.1% | $155,509-94.3% | $80,856-89.0% |
| Participation rate | 47.7% | 66.2%-18.5pp | 78.2%-30.5pp | 67.6%-19.9pp |
| Annual return | 15.98% | 33.31%-17.3pp | 64.67%-48.7pp | 35.59%-19.6pp |
| Employer contribution / active EE | $782 | $3,100-74.8% | $4,672-83.3% | $2,755-71.6% |
| Participant deferral / active EE | $889 | $3,452-74.2% | $5,626-84.2% | $4,296-79.3% |
| Admin fee / account holder | $268 | $7,997-96.6% | $15,912-98.3% | $6,918-96.1% |