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 8-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 | $2,067 | $77,419-97.3% | $69,455-97.0% | $152,861-98.6% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.4%-49.1pp |
| Annual return | 9.10% | 39.06%-30.0pp | 28.97%-19.9pp | 345.32%-336.2pp |
| Employer contribution / active EE | $265 | $3,315-92.0% | $2,779-90.5% | $4,762-94.4% |
| Participant deferral / active EE | $892 | $4,414-79.8% | $3,535-74.8% | $5,850-84.7% |
| Admin fee / account holder | $12 | $6,207-99.8% | $3,839-99.7% | $11,596-99.9% |