Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return 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 | $69,408 | $34,932+98.7% | $56,441+23.0% | $74,546-6.9% |
| Participation rate | 100.0% | 32.9%+67.1pp | 52.5%+47.5pp | 67.2%+32.8pp |
| Annual return | 9.33% | 24.90%-15.6pp | 1704.21%-1694.9pp | 1366.03%-1356.7pp |
| Employer contribution / active EE | $1,857 | $608+205.2% | $1,039+78.7% | $2,624-29.3% |
| Participant deferral / active EE | $3,903 | $1,173+232.7% | $1,953+99.8% | $4,347-10.2% |
| Admin fee / account holder | $87 | $2,359-96.3% | $2,829-96.9% | $1,944-95.5% |