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 3-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.
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 | $5,543 | $76,670-92.8% | $96,683-94.3% | $71,457-92.2% |
| Participation rate | 71.6% | 66.6%+5.0pp | 74.3%-2.8pp | 67.9%+3.6pp |
| Annual return | 30.33% | 48.29%-18.0pp | 35.69%-5.4pp | 28.85%+1.5pp |
| Employer contribution / active EE | $1,799 | $3,031-40.6% | $3,737-51.8% | $2,588-30.5% |
| Participant deferral / active EE | $1,635 | $3,771-56.7% | $4,878-66.5% | $4,289-61.9% |
| Admin fee / account holder | $122 | $2,028-94.0% | $6,730-98.2% | $1,587-92.3% |