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.
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 | $3,523 | $60,124-94.1% | $90,404-96.1% | $79,858-95.6% |
| Participation rate | 52.9% | 65.0%-12.0pp | 72.7%-19.7pp | 69.6%-16.7pp |
| Annual return | 40.98% | 71.94%-31.0pp | 1293.02%-1252.0pp | 31.71%+9.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,163 | $2,938-60.4% | $3,963-70.7% | $3,740-68.9% |
| Admin fee / account holder | $84 | $3,976-97.9% | $5,611-98.5% | $5,306-98.4% |