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 | $18,061 | $214,378-91.6% | $200,582-91.0% | $142,382-87.3% |
| Participation rate | 58.3% | 87.4%-29.1pp | 86.9%-28.6pp | 80.1%-21.8pp |
| Annual return | 23.31% | 46.41%-23.1pp | 42.33%-19.0pp | 217.08%-193.8pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,813 | $9,865-51.2% | $9,331-48.4% | $6,507-26.0% |
| Admin fee / account holder | $174 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |