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 3-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 | $888 | $49,922-98.2% | $80,569-98.9% | $75,163-98.8% |
| Participation rate | 67.7% | 55.3%+12.4pp | 67.0%+0.7pp | 67.2%+0.5pp |
| Annual return | 97.59% | 34.69%+62.9pp | 935.43%-837.8pp | 160.62%-63.0pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,172 | $2,990-60.8% | $4,447-73.6% | $4,125-71.6% |
| Admin fee / account holder | $41 | $3,577-98.8% | $5,377-99.2% | $5,651-99.3% |