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 7-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 | $4,252 | $109,327-96.1% | $89,391-95.2% | $158,922-97.3% |
| Participation rate | 29.2% | 74.3%-45.1pp | 68.0%-38.8pp | 82.0%-52.8pp |
| Annual return | 13.99% | 345.68%-331.7pp | 245.62%-231.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $360 | $3,170-88.6% | $2,586-86.1% | $4,761-92.4% |
| Participant deferral / active EE | $476 | $4,598-89.6% | $3,890-87.8% | $5,982-92.0% |
| Admin fee / account holder | $25 | $6,153-99.6% | $4,881-99.5% | $11,246-99.8% |