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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,721 | $57,541-74.4% | $95,745-84.6% | $75,163-80.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 27.94% | 34.93%-7.0pp | 28.35%-0.4pp | 160.62%-132.7pp |
| Employer contribution / active EE | $686 | $1,808-62.0% | $2,835-75.8% | $2,670-74.3% |
| Participant deferral / active EE | $614 | $3,074-80.0% | $4,245-85.5% | $4,125-85.1% |
| Admin fee / account holder | $38 | $4,099-99.1% | $5,678-99.3% | $5,651-99.3% |