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 4-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 | $4,742 | $77,503-93.9% | $100,391-95.3% | $80,856-94.1% |
| Participation rate | 2.1% | 76.9%-74.8pp | 81.5%-79.4pp | 67.6%-65.5pp |
| Annual return | 19.02% | 37.20%-18.2pp | 49.20%-30.2pp | 35.59%-16.6pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $56 | $6,820-99.2% | $8,082-99.3% | $4,296-98.7% |
| Admin fee / account holder | $14 | $5,897-99.8% | $7,899-99.8% | $6,918-99.8% |