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 7-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 | $6,145 | $73,867-91.7% | $143,757-95.7% | $68,494-91.0% |
| Participation rate | 93.9% | 66.7%+27.2pp | 80.3%+13.6pp | 67.9%+26.0pp |
| Annual return | -13.58% | 1.01%-14.6pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $773 | $3,184-75.7% | $4,951-84.4% | $2,596-70.2% |
| Participant deferral / active EE | $2,563 | $3,384-24.3% | $5,637-54.5% | $4,027-36.4% |
| Admin fee / account holder | $94 | $5,755-98.4% | $14,673-99.4% | $5,403-98.3% |