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 | $2,713 | $65,395-95.9% | $182,532-98.5% | $72,985-96.3% |
| Participation rate | 54.7% | 65.4%-10.7pp | 78.0%-23.3pp | 69.5%-14.8pp |
| Annual return | 0.00% | 27.68%-27.7pp | 148.54%-148.5pp | 81.00%-81.0pp |
| Employer contribution / active EE | $288 | $1,911-84.9% | $4,076-92.9% | $2,440-88.2% |
| Participant deferral / active EE | $1,233 | $3,563-65.4% | $5,524-77.7% | $3,607-65.8% |
| Admin fee / account holder | $38 | $4,245-99.1% | $8,592-99.6% | $5,124-99.3% |