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 | $6,289 | $85,202-92.6% | $172,739-96.4% | $72,985-91.4% |
| Participation rate | 88.3% | 70.1%+18.3pp | 82.6%+5.7pp | 69.5%+18.8pp |
| Annual return | 22.58% | 27.32%-4.7pp | 802.84%-780.3pp | 81.00%-58.4pp |
| Employer contribution / active EE | $638 | $3,324-80.8% | $5,143-87.6% | $2,440-73.8% |
| Participant deferral / active EE | $1,307 | $3,260-59.9% | $5,198-74.8% | $3,607-63.8% |
| Admin fee / account holder | $131 | $5,884-97.8% | $13,954-99.1% | $5,124-97.4% |