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.
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 | $5,500 | $74,927-92.7% | $101,794-94.6% | $84,808-93.5% |
| Participation rate | 87.0% | 61.4%+25.6pp | 69.2%+17.8pp | 68.3%+18.7pp |
| Annual return | 21.42% | 18.70%+2.7pp | 30.53%-9.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $925 | $1,522-39.2% | $2,289-59.6% | $2,631-64.8% |
| Participant deferral / active EE | $1,474 | $3,099-52.4% | $4,084-63.9% | $4,212-65.0% |
| Admin fee / account holder | $257 | $6,514-96.1% | $8,777-97.1% | $7,344-96.5% |