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 5-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 | $8,167 | $91,190-91.0% | $178,490-95.4% | $79,858-89.8% |
| Participation rate | 30.2% | 69.2%-39.0pp | 81.9%-51.7pp | 69.6%-39.4pp |
| Annual return | 21.70% | 24.19%-2.5pp | 151.07%-129.4pp | 31.71%-10.0pp |
| Employer contribution / active EE | $394 | $3,256-87.9% | $5,011-92.1% | $2,471-84.1% |
| Participant deferral / active EE | $728 | $3,236-77.5% | $5,202-86.0% | $3,740-80.5% |
| Admin fee / account holder | $257 | $6,751-96.2% | $13,984-98.2% | $5,306-95.2% |