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 4-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 | $1,057 | $30,400-96.5% | $53,898-98.0% | $84,808-98.8% |
| Participation rate | 50.0% | 46.4%+3.6pp | 55.0%-5.0pp | 68.3%-18.3pp |
| Annual return | 33.74% | 500.19%-466.4pp | 528.60%-494.9pp | 40.90%-7.2pp |
| Employer contribution / active EE | $177 | $603-70.6% | $932-81.0% | $2,631-93.3% |
| Participant deferral / active EE | $162 | $1,199-86.4% | $1,826-91.1% | $4,212-96.1% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |