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 8-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 | $1,942 | $52,380-96.3% | $98,755-98.0% | $85,850-97.7% |
| Participation rate | 93.3% | 58.0%+35.4pp | 65.7%+27.6pp | 69.3%+24.0pp |
| Annual return | 18.87% | 25.82%-6.9pp | 49.91%-31.0pp | 318.53%-299.7pp |
| Employer contribution / active EE | $505 | $1,337-62.2% | $2,067-75.6% | $2,565-80.3% |
| Participant deferral / active EE | $2,010 | $2,101-4.3% | $3,035-33.8% | $3,952-49.1% |
| Admin fee / account holder | $50 | $3,865-98.7% | $4,076-98.8% | $6,260-99.2% |