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.
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 | $4,307 | $37,426-88.5% | $77,482-94.4% | $79,858-94.6% |
| Participation rate | 96.3% | 41.5%+54.8pp | 54.2%+42.1pp | 69.6%+26.7pp |
| Annual return | 12.08% | 39.70%-27.6pp | 54.79%-42.7pp | 31.71%-19.6pp |
| Employer contribution / active EE | $154 | $637-75.8% | $986-84.4% | $2,471-93.8% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $114 | $2,504-95.5% | $2,858-96.0% | $5,306-97.9% |