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.
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 | $7,059 | $106,515-93.4% | $96,683-92.7% | $139,434-94.9% |
| Participation rate | 15.8% | 77.8%-62.1pp | 74.3%-58.6pp | 80.3%-64.5pp |
| Annual return | 18.07% | 38.43%-20.4pp | 35.69%-17.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $211 | $5,454-96.1% | $4,878-95.7% | $6,710-96.9% |
| Admin fee / account holder | $27 | $7,877-99.7% | $6,730-99.6% | $11,403-99.8% |