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 | $7,121 | $45,035-84.2% | $62,995-88.7% | $70,131-89.8% |
| Participation rate | 22.4% | 69.5%-47.2pp | 74.8%-52.5pp | 69.5%-47.2pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.57%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $229 | $2,051-88.8% | $2,759-91.7% | $2,342-90.2% |
| Participant deferral / active EE | $763 | $2,465-69.0% | $3,329-77.1% | $3,332-77.1% |
| Admin fee / account holder | $1 | $2,834-100.0% | $3,600-100.0% | $4,645-100.0% |