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 | $12,599 | $53,822-76.6% | $75,696-83.4% | $85,850-85.3% |
| Participation rate | 67.6% | 69.1%-1.5pp | 74.8%-7.3pp | 69.3%-1.7pp |
| Annual return | 33.69% | 24.54%+9.1pp | 104.53%-70.8pp | 318.53%-284.8pp |
| Employer contribution / active EE | $845 | $2,017-58.1% | $2,743-69.2% | $2,565-67.1% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $36 | $3,343-98.9% | $3,619-99.0% | $6,260-99.4% |