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 6-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 | $1,963 | $73,867-97.3% | $143,757-98.6% | $68,494-97.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 24.56% | 1.01%+23.5pp | -0.04%+24.6pp | -7.84%+32.4pp |
| Employer contribution / active EE | $463 | $3,184-85.5% | $4,951-90.6% | $2,596-82.2% |
| Participant deferral / active EE | $2,229 | $3,384-34.1% | $5,637-60.4% | $4,027-44.6% |
| Admin fee / account holder | $172 | $5,755-97.0% | $14,673-98.8% | $5,403-96.8% |