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 4-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 | $9,309 | $175,202-94.7% | $149,673-93.8% | $139,434-93.3% |
| Participation rate | 65.0% | 83.4%-18.4pp | 78.8%-13.8pp | 80.3%-15.3pp |
| Annual return | 27.28% | 166.71%-139.4pp | 134.42%-107.1pp | 372.94%-345.7pp |
| Employer contribution / active EE | $2,856 | $5,474-47.8% | $4,818-40.7% | $4,751-39.9% |
| Participant deferral / active EE | $801 | $6,519-87.7% | $5,680-85.9% | $6,710-88.1% |
| Admin fee / account holder | $61 | $16,150-99.6% | $13,210-99.5% | $11,403-99.5% |