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.
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 | $1,068 | $95,416-98.9% | $185,823-99.4% | $85,850-98.8% |
| Participation rate | 2.2% | 68.8%-66.5pp | 81.7%-79.5pp | 69.3%-67.1pp |
| Annual return | 20.18% | 23.59%-3.4pp | 122.05%-101.9pp | 318.53%-298.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6 | $3,423-99.8% | $5,568-99.9% | $3,952-99.8% |
| Admin fee / account holder | $4 | $7,213-99.9% | $16,237-100.0% | $6,260-99.9% |