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 | $7,789 | $80,673-90.3% | $101,326-92.3% | $84,808-90.8% |
| Participation rate | 54.1% | 77.8%-23.7pp | 81.5%-27.4pp | 68.3%-14.3pp |
| Annual return | 20.45% | 38.95%-18.5pp | 36.82%-16.4pp | 40.90%-20.4pp |
| Employer contribution / active EE | $452 | $2,698-83.2% | $3,665-87.7% | $2,631-82.8% |
| Participant deferral / active EE | $763 | $6,840-88.8% | $7,994-90.5% | $4,212-81.9% |
| Admin fee / account holder | $274 | $12,784-97.9% | $11,185-97.6% | $7,344-96.3% |