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 5-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 | $773 | $127,264-99.4% | $109,895-99.3% | $167,490-99.5% |
| Participation rate | 14.3% | 77.9%-63.6pp | 74.2%-59.9pp | 82.1%-67.8pp |
| Annual return | 63.59% | 22.97%+40.6pp | 29.45%+34.1pp | 478.56%-415.0pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $95 | $4,514-97.9% | $4,048-97.6% | $6,341-98.5% |
| Admin fee / account holder | $2 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |