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 | $5,588 | $77,145-92.8% | $108,410-94.8% | $85,850-93.5% |
| Participation rate | 51.9% | 74.7%-22.8pp | 80.1%-28.3pp | 69.3%-17.5pp |
| Annual return | 0.00% | 44.54%-44.5pp | 905.27%-905.3pp | 318.53%-318.5pp |
| Employer contribution / active EE | $683 | $2,379-71.3% | $3,558-80.8% | $2,565-73.4% |
| Participant deferral / active EE | $2,199 | $5,566-60.5% | $6,563-66.5% | $3,952-44.4% |
| Admin fee / account holder | $13 | $5,172-99.8% | $7,295-99.8% | $6,260-99.8% |