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 5-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.
Employer 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.
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 | $804 | $30,400-97.4% | $53,898-98.5% | $84,808-99.1% |
| Participation rate | 88.1% | 46.4%+41.7pp | 55.0%+33.2pp | 68.3%+19.8pp |
| Annual return | 29.14% | 500.19%-471.0pp | 528.60%-499.5pp | 40.90%-11.8pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $995 | $1,199-17.0% | $1,826-45.5% | $4,212-76.4% |
| Admin fee / account holder | $56 | $1,993-97.2% | $2,491-97.8% | $7,344-99.2% |