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 10-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 | $4,083 | $58,828-93.1% | $77,999-94.8% | $62,891-93.5% |
| Participation rate | 11.9% | 71.1%-59.2pp | 75.5%-63.7pp | 69.3%-57.4pp |
| Annual return | 0.00% | 17.16%-17.2pp | 425.96%-426.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $477 | $2,686-82.2% | $3,497-86.4% | $3,203-85.1% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |