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 | $12,163 | $93,071-86.9% | $74,583-83.7% | $273,961-95.6% |
| Participation rate | 43.5% | 74.9%-31.5pp | 68.1%-24.6pp | 83.0%-39.5pp |
| Annual return | 4.40% | 26.18%-21.8pp | 20.47%-16.1pp | 41.45%-37.1pp |
| Employer contribution / active EE | $253 | $3,160-92.0% | $2,525-90.0% | $4,869-94.8% |
| Participant deferral / active EE | $421 | $4,160-89.9% | $3,458-87.8% | $5,287-92.0% |
| Admin fee / account holder | $13 | $5,272-99.8% | $4,138-99.7% | $10,132-99.9% |