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 | $14,762 | $70,428-79.0% | $96,562-84.7% | $85,850-82.8% |
| Participation rate | 46.5% | 61.8%-15.3pp | 69.8%-23.3pp | 69.3%-22.8pp |
| Annual return | 15.25% | 18.59%-3.3pp | 37.78%-22.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $330 | $1,413-76.6% | $2,356-86.0% | $2,565-87.1% |
| Participant deferral / active EE | $759 | $2,894-73.8% | $3,849-80.3% | $3,952-80.8% |
| Admin fee / account holder | $186 | $4,997-96.3% | $6,181-97.0% | $6,260-97.0% |