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 | $6,512 | $110,809-94.1% | $86,874-92.5% | $167,490-96.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 71.6%-21.6pp | 82.1%-32.1pp |
| Annual return | 27.55% | 116.98%-89.4pp | 63.52%-36.0pp | 478.56%-451.0pp |
| Employer contribution / active EE | $0 | $3,244-100.0% | $2,495-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,629 | $4,546+23.8% | $3,699+52.2% | $6,341-11.2% |
| Admin fee / account holder | $7 | $8,415-99.9% | $5,828-99.9% | $12,309-99.9% |