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 4-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 | $3,374 | $77,899-95.7% | $149,673-97.7% | $75,163-95.5% |
| Participation rate | 41.9% | 65.6%-23.6pp | 78.8%-36.8pp | 67.2%-25.3pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $523 | $3,137-83.3% | $4,818-89.1% | $2,670-80.4% |
| Participant deferral / active EE | $653 | $3,411-80.9% | $5,680-88.5% | $4,125-84.2% |
| Admin fee / account holder | $152 | $5,956-97.5% | $13,210-98.9% | $5,651-97.3% |