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 6-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 | $1,993 | $202,318-99.0% | $172,739-98.8% | $152,861-98.7% |
| Participation rate | 14.3% | 87.1%-72.8pp | 82.6%-68.4pp | 82.4%-68.2pp |
| Annual return | 28.03% | 1029.65%-1001.6pp | 802.84%-774.8pp | 345.32%-317.3pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $45 | $5,948-99.3% | $5,198-99.1% | $5,850-99.2% |
| Admin fee / account holder | $8 | $17,109-100.0% | $13,954-99.9% | $11,596-99.9% |