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.
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 | $802 | $81,625-99.0% | $58,482-98.6% | $139,434-99.4% |
| Participation rate | 20.0% | 61.3%-41.3pp | 50.9%-30.9pp | 80.3%-60.3pp |
| Annual return | 32.04% | 7404.20%-7372.2pp | 4239.32%-4207.3pp | 372.94%-340.9pp |
| Employer contribution / active EE | $46 | $1,398-96.7% | $1,053-95.7% | $4,751-99.0% |
| Participant deferral / active EE | $58 | $2,557-97.7% | $1,924-97.0% | $6,710-99.1% |
| Admin fee / account holder | $2 | $3,265-99.9% | $2,516-99.9% | $11,403-100.0% |