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.
Employer contribution per participant 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 | $42,968 | $73,933-41.9% | $96,683-55.6% | $75,163-42.8% |
| Participation rate | 88.3% | 66.4%+21.9pp | 74.3%+14.0pp | 67.2%+21.1pp |
| Annual return | 18.29% | 26.70%-8.4pp | 35.69%-17.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $634 | $2,928-78.3% | $3,737-83.0% | $2,670-76.3% |
| Participant deferral / active EE | $3,701 | $3,659+1.2% | $4,878-24.1% | $4,125-10.3% |
| Admin fee / account holder | $131 | $5,216-97.5% | $6,730-98.1% | $5,651-97.7% |