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 | $3,208 | $54,762-94.1% | $90,281-96.4% | $72,985-95.6% |
| Participation rate | 58.1% | 65.1%-7.1pp | 73.3%-15.2pp | 69.5%-11.4pp |
| Annual return | 20.36% | 30.63%-10.3pp | 78.10%-57.7pp | 81.00%-60.6pp |
| Employer contribution / active EE | $260 | $2,092-87.6% | $2,854-90.9% | $2,440-89.3% |
| Participant deferral / active EE | $408 | $2,887-85.9% | $3,885-89.5% | $3,607-88.7% |
| Admin fee / account holder | $181 | $3,972-95.4% | $5,351-96.6% | $5,124-96.5% |