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 6-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 | $2,543 | $70,475-96.4% | $100,516-97.5% | $79,858-96.8% |
| Participation rate | 64.3% | 73.7%-9.4pp | 79.4%-15.1pp | 69.6%-5.3pp |
| Annual return | 0.00% | 21.90%-21.9pp | 30.89%-30.9pp | 31.71%-31.7pp |
| Employer contribution / active EE | $500 | $2,165-76.9% | $3,418-85.4% | $2,471-79.8% |
| Participant deferral / active EE | $811 | $5,181-84.3% | $6,270-87.1% | $3,740-78.3% |
| Admin fee / account holder | $9 | $4,478-99.8% | $8,081-99.9% | $5,306-99.8% |