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 | $4,485 | $77,899-94.2% | $149,673-97.0% | $75,163-94.0% |
| Participation rate | 62.9% | 65.6%-2.7pp | 78.8%-15.9pp | 67.2%-4.3pp |
| Annual return | 21.81% | 31.72%-9.9pp | 134.42%-112.6pp | 160.62%-138.8pp |
| Employer contribution / active EE | $580 | $3,137-81.5% | $4,818-88.0% | $2,670-78.3% |
| Participant deferral / active EE | $674 | $3,411-80.2% | $5,680-88.1% | $4,125-83.7% |
| Admin fee / account holder | $269 | $5,956-95.5% | $13,210-98.0% | $5,651-95.2% |