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 | $8,901 | $161,701-94.5% | - | $142,382-93.7% |
| Participation rate | 57.1% | 75.8%-18.7pp | - | 80.1%-23.0pp |
| Annual return | 21.81% | 549.36%-527.5pp | - | 217.08%-195.3pp |
| Employer contribution / active EE | $0 | $4,438-100.0% | - | $4,299-100.0% |
| Participant deferral / active EE | $2,490 | $5,394-53.8% | - | $6,507-61.7% |
| Admin fee / account holder | $208 | $9,598-97.8% | - | $12,624-98.4% |