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 8-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 | $12,185 | $63,346-80.8% | $92,233-86.8% | $70,131-82.6% |
| Participation rate | 28.1% | 68.7%-40.5pp | 76.5%-48.4pp | 69.5%-41.4pp |
| Annual return | 19.61% | 530.12%-510.5pp | 176.28%-156.7pp | 73.14%-53.5pp |
| Employer contribution / active EE | $572 | $2,471-76.8% | $3,679-84.5% | $2,342-75.6% |
| Participant deferral / active EE | $790 | $2,854-72.3% | $3,897-79.7% | $3,332-76.3% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |