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 7-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 | $6,416 | $62,573-89.7% | $85,682-92.5% | $85,850-92.5% |
| Participation rate | 26.3% | 61.1%-34.8pp | 69.9%-43.5pp | 69.3%-43.0pp |
| Annual return | 12.65% | 23.77%-11.1pp | 21.49%-8.8pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,210 | $2,802-56.8% | $3,923-69.1% | $3,952-69.4% |
| Admin fee / account holder | $235 | $4,640-94.9% | $6,873-96.6% | $6,260-96.2% |