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 | $33,412 | $197,591-83.1% | $177,821-81.2% | $158,922-79.0% |
| Participation rate | 61.5% | 88.5%-27.0pp | 87.7%-26.2pp | 82.0%-20.4pp |
| Annual return | 23.70% | 58.76%-35.1pp | 48.32%-24.6pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,676 | $6,697-75.0% | $5,918-71.7% | $4,761-64.8% |
| Participant deferral / active EE | $2,873 | $8,405-65.8% | $7,714-62.8% | $5,982-52.0% |
| Admin fee / account holder | $152 | $15,399-99.0% | $12,427-98.8% | $11,246-98.6% |