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 | $17,182 | $227,553-92.4% | $189,557-90.9% | $167,490-89.7% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.4%-53.4pp | 82.1%-57.1pp |
| Annual return | 10.19% | 78.40%-68.2pp | 64.17%-54.0pp | 478.56%-468.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,606 | $7,002-48.5% | $6,174-41.6% | $6,341-43.1% |
| Admin fee / account holder | $55 | $11,878-99.5% | $9,807-99.4% | $12,309-99.6% |