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 7-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 | $21,517 | $165,335-87.0% | $149,696-85.6% | $158,922-86.5% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 63.01% | 348.15%-285.1pp | 276.60%-213.6pp | 302.83%-239.8pp |
| Employer contribution / active EE | $826 | $5,103-83.8% | $4,644-82.2% | $4,761-82.6% |
| Participant deferral / active EE | $6,568 | $7,181-8.5% | $6,842-4.0% | $5,982+9.8% |
| Admin fee / account holder | $164 | $10,807-98.5% | $9,309-98.2% | $11,246-98.5% |