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 | $21,537 | $202,318-89.4% | $172,739-87.5% | $152,861-85.9% |
| Participation rate | 35.7% | 87.1%-51.3pp | 82.6%-46.9pp | 82.4%-46.7pp |
| Annual return | 14.53% | 1029.65%-1015.1pp | 802.84%-788.3pp | 345.32%-330.8pp |
| Employer contribution / active EE | $929 | $5,856-84.1% | $5,143-81.9% | $4,762-80.5% |
| Participant deferral / active EE | $2,947 | $5,948-50.5% | $5,198-43.3% | $5,850-49.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |