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 5-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 | $15,227 | $217,402-93.0% | $185,823-91.8% | $167,490-90.9% |
| Participation rate | 23.8% | 86.0%-62.2pp | 81.7%-57.9pp | 82.1%-58.3pp |
| Annual return | 77.65% | 148.36%-70.7pp | 122.05%-44.4pp | 478.56%-400.9pp |
| Employer contribution / active EE | $718 | $5,873-87.8% | $5,167-86.1% | $4,837-85.2% |
| Participant deferral / active EE | $2,341 | $6,356-63.2% | $5,568-58.0% | $6,341-63.1% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |