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 4-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 | $3,498 | $69,207-94.9% | $64,056-94.5% | $139,434-97.5% |
| Participation rate | 62.5% | 75.6%-13.1pp | 72.3%-9.8pp | 80.3%-17.8pp |
| Annual return | 25.62% | 45.88%-20.3pp | 33.69%-8.1pp | 372.94%-347.3pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,379 | $4,682-70.6% | $3,880-64.5% | $6,710-79.5% |
| Admin fee / account holder | $76 | $4,244-98.2% | $3,068-97.5% | $11,403-99.3% |