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.
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 | $3,920 | $54,350-92.8% | $82,719-95.3% | $68,494-94.3% |
| Participation rate | 30.9% | 63.9%-33.0pp | 72.6%-41.6pp | 67.9%-37.0pp |
| Annual return | 0.00% | -13.67%+13.7pp | 701.18%-701.2pp | -7.84%+7.8pp |
| Employer contribution / active EE | $534 | $2,218-75.9% | $3,009-82.2% | $2,596-79.4% |
| Participant deferral / active EE | $739 | $3,246-77.2% | $4,395-83.2% | $4,027-81.6% |
| Admin fee / account holder | $99 | $4,395-97.7% | $5,329-98.1% | $5,403-98.2% |