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 | $12,938 | $99,957-87.1% | $149,696-91.4% | $73,488-82.4% |
| Participation rate | 98.3% | 75.7%+22.6pp | 82.5%+15.8pp | 70.7%+27.6pp |
| Annual return | 67.81% | 53.87%+13.9pp | 276.60%-208.8pp | 28.51%+39.3pp |
| Employer contribution / active EE | $2,332 | $3,191-26.9% | $4,644-49.8% | $2,270+2.7% |
| Participant deferral / active EE | $3,966 | $6,073-34.7% | $6,842-42.0% | $3,740+6.1% |
| Admin fee / account holder | $207 | $551-62.5% | $9,309-97.8% | $513-59.7% |