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 | $6,570 | $54,350-87.9% | $82,719-92.1% | $68,494-90.4% |
| Participation rate | 27.7% | 63.9%-36.3pp | 72.6%-44.9pp | 67.9%-40.2pp |
| Annual return | -19.00% | -13.67%-5.3pp | 701.18%-720.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $545 | $3,246-83.2% | $4,395-87.6% | $4,027-86.5% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |