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 9-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 | $5,032 | $102,966-95.1% | $90,281-94.4% | $152,861-96.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 30.17% | 95.16%-65.0pp | 78.10%-47.9pp | 345.32%-315.2pp |
| Employer contribution / active EE | $453 | $3,139-85.6% | $2,854-84.1% | $4,762-90.5% |
| Participant deferral / active EE | $684 | $4,281-84.0% | $3,885-82.4% | $5,850-88.3% |
| Admin fee / account holder | $5 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |