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 6-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 | $5,854 | $42,894-86.4% | $60,874-90.4% | $68,494-91.5% |
| Participation rate | 65.7% | 66.8%-1.1pp | 73.1%-7.4pp | 67.9%-2.2pp |
| Annual return | -18.03% | -13.98%-4.1pp | 16.90%-34.9pp | -7.84%-10.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,509 | $2,867-47.3% | $3,817-60.5% | $4,027-62.5% |
| Admin fee / account holder | $85 | $3,101-97.2% | $3,224-97.4% | $5,403-98.4% |