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.
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 | $24,971 | $65,561-61.9% | $86,188-71.0% | $75,163-66.8% |
| Participation rate | 83.7% | 60.5%+23.2pp | 69.0%+14.7pp | 67.2%+16.5pp |
| Annual return | 12.40% | 46.05%-33.7pp | 1168.45%-1156.0pp | 160.62%-148.2pp |
| Employer contribution / active EE | $1,363 | $1,553-12.2% | $2,380-42.8% | $2,670-49.0% |
| Participant deferral / active EE | $2,183 | $3,024-27.8% | $3,985-45.2% | $4,125-47.1% |
| Admin fee / account holder | $163 | $5,474-97.0% | $6,852-97.6% | $5,651-97.1% |