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 3-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 | $1,174 | $110,887-98.9% | - | $145,922-99.2% |
| Participation rate | 11.1% | 68.1%-57.0pp | - | 80.3%-69.2pp |
| Annual return | 14.66% | 17.59%-2.9pp | - | 561.29%-546.6pp |
| Employer contribution / active EE | $0 | $5,672-100.0% | - | $4,660-100.0% |
| Participant deferral / active EE | $33 | $5,582-99.4% | - | $6,688-99.5% |
| Admin fee / account holder | $5 | $6,317-99.9% | - | $13,397-100.0% |