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.
Participant 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 | $4,231 | $884,045-99.5% | $453,369-99.1% | $167,490-97.5% |
| Participation rate | 66.7% | 81.6%-14.9pp | 78.0%-11.3pp | 82.1%-15.4pp |
| Annual return | 0.00% | 29.49%-29.5pp | 64.40%-64.4pp | 478.56%-478.6pp |
| Employer contribution / active EE | $981 | $5,538-82.3% | $4,070-75.9% | $4,837-79.7% |
| Participant deferral / active EE | $1,706 | $7,898-78.4% | $6,209-72.5% | $6,341-73.1% |
| Admin fee / account holder | $13 | $22,063-99.9% | $11,209-99.9% | $12,309-99.9% |