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.
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 | $3,359 | $80,717-95.8% | $154,803-97.8% | $84,808-96.0% |
| Participation rate | 68.2% | 66.8%+1.4pp | 78.1%-9.8pp | 68.3%-0.1pp |
| Annual return | 19.68% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $88 | $2,761-96.8% | $4,305-98.0% | $2,631-96.7% |
| Participant deferral / active EE | $876 | $3,303-73.5% | $5,540-84.2% | $4,212-79.2% |
| Admin fee / account holder | $88 | $6,746-98.7% | $14,329-99.4% | $7,344-98.8% |