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 | $13,599 | $209,411-93.5% | $178,490-92.4% | $158,922-91.4% |
| Participation rate | 36.4% | 86.3%-50.0pp | 81.9%-45.6pp | 82.0%-45.6pp |
| Annual return | 19.51% | 188.75%-169.2pp | 151.07%-131.6pp | 302.83%-283.3pp |
| Employer contribution / active EE | $58 | $5,706-99.0% | $5,011-98.8% | $4,761-98.8% |
| Participant deferral / active EE | $2,152 | $5,954-63.9% | $5,202-58.6% | $5,982-64.0% |
| Admin fee / account holder | $67 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |