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 8-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.
Employer 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 | $14,527 | $64,324-77.4% | $118,925-87.8% | $79,858-81.8% |
| Participation rate | 35.5% | 64.9%-29.4pp | 75.4%-39.9pp | 69.6%-34.1pp |
| Annual return | 275.69% | 86.45%+189.2pp | 35.88%+239.8pp | 31.71%+244.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,145 | $2,824-24.0% | $4,265-49.7% | $3,740-42.6% |
| Admin fee / account holder | $30 | $4,040-99.3% | $6,581-99.6% | $5,306-99.4% |