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 9-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 | $21,316 | $89,355-76.1% | $141,162-84.9% | $72,985-70.8% |
| Participation rate | 63.6% | 75.1%-11.5pp | 82.5%-18.8pp | 69.5%-5.8pp |
| Annual return | 26.40% | 111.85%-85.5pp | 71.39%-45.0pp | 81.00%-54.6pp |
| Employer contribution / active EE | $737 | $3,114-76.3% | $4,735-84.4% | $2,440-69.8% |
| Participant deferral / active EE | $2,051 | $5,418-62.2% | $6,709-69.4% | $3,607-43.2% |
| Admin fee / account holder | $164 | $5,958-97.3% | $10,261-98.4% | $5,124-96.8% |