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 4-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 | $3,821 | $64,839-94.1% | $95,585-96.0% | $84,808-95.5% |
| Participation rate | 44.8% | 63.8%-19.0pp | 72.1%-27.2pp | 68.3%-23.5pp |
| Annual return | 20.53% | -670.96%+691.5pp | 38.56%-18.0pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $878 | $2,965-70.4% | $4,023-78.2% | $4,212-79.1% |
| Admin fee / account holder | $100 | $5,964-98.3% | $6,127-98.4% | $7,344-98.6% |