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 8-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 | $15,788 | $142,405-88.9% | $115,157-86.3% | $152,861-89.7% |
| Participation rate | 60.0% | 82.4%-22.4pp | 75.9%-15.9pp | 82.4%-22.4pp |
| Annual return | 32.30% | 41.48%-9.2pp | 35.60%-3.3pp | 345.32%-313.0pp |
| Employer contribution / active EE | $674 | $4,010-83.2% | $3,179-78.8% | $4,762-85.9% |
| Participant deferral / active EE | $4,590 | $5,164-11.1% | $4,168+10.1% | $5,850-21.5% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |