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 10-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,724 | $80,753-89.2% | $136,294-93.6% | $62,292-86.0% |
| Participation rate | 96.6% | 73.5%+23.1pp | 81.9%+14.7pp | 69.5%+27.1pp |
| Annual return | 23.54% | 35.83%-12.3pp | 5155.94%-5132.4pp | 28.90%-5.4pp |
| Employer contribution / active EE | $1,155 | $2,884-59.9% | $4,695-75.4% | $2,042-43.4% |
| Participant deferral / active EE | $3,289 | $5,164-36.3% | $6,247-47.4% | $3,169+3.8% |
| Admin fee / account holder | $285 | $525-45.8% | $9,243-96.9% | $479-40.6% |