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.
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 | $8,221 | $171,865-95.2% | $149,718-94.5% | $147,584-94.4% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 25.54% | 2113.22%-2087.7pp | 1501.63%-1476.1pp | 578.55%-553.0pp |
| Employer contribution / active EE | $333 | $6,275-94.7% | $5,445-93.9% | $4,876-93.2% |
| Participant deferral / active EE | $2,787 | $7,271-61.7% | $6,569-57.6% | $5,439-48.8% |
| Admin fee / account holder | $7 | $13,799-100.0% | $11,283-99.9% | $10,885-99.9% |