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 7-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 | $1,726 | $58,083-97.0% | $80,019-97.8% | $56,287-96.9% |
| Participation rate | 45.5% | 73.6%-28.1pp | 75.8%-30.3pp | 69.9%-24.3pp |
| Annual return | 0.00% | 34.61%-34.6pp | 11.22%-11.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $440 | $1,932-77.2% | $2,468-82.2% | $2,111-79.1% |
| Participant deferral / active EE | $423 | $3,135-86.5% | $3,686-88.5% | $3,350-87.4% |
| Admin fee / account holder | $2 | $623-99.7% | $6,521-100.0% | $521-99.7% |