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.
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 | $2,909 | $56,484-94.8% | $169,463-98.3% | $64,186-95.5% |
| Participation rate | 23.5% | 64.5%-41.0pp | 77.8%-54.3pp | 69.6%-46.0pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $770 | $3,448-77.7% | $5,277-85.4% | $3,470-77.8% |
| Admin fee / account holder | $145 | $4,174-96.5% | $9,109-98.4% | $4,888-97.0% |