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.
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 | $2,711 | $105,859-97.4% | $90,160-97.0% | $147,584-98.2% |
| Participation rate | 28.6% | 79.7%-51.2pp | 76.9%-48.3pp | 82.8%-54.3pp |
| Annual return | 0.00% | 37.63%-37.6pp | 34.88%-34.9pp | 578.55%-578.5pp |
| Employer contribution / active EE | $647 | $4,126-84.3% | $3,318-80.5% | $4,876-86.7% |
| Participant deferral / active EE | $862 | $5,733-85.0% | $5,288-83.7% | $5,439-84.1% |
| Admin fee / account holder | $50 | $8,046-99.4% | $5,943-99.2% | $10,885-99.5% |