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 | $6,879 | $45,035-84.7% | $62,995-89.1% | $70,131-90.2% |
| Participation rate | 92.8% | 69.5%+23.2pp | 74.8%+18.0pp | 69.5%+23.2pp |
| Annual return | 63.46% | 18.76%+44.7pp | 87.57%-24.1pp | 73.14%-9.7pp |
| Employer contribution / active EE | $1,187 | $2,051-42.1% | $2,759-57.0% | $2,342-49.3% |
| Participant deferral / active EE | $2,194 | $2,465-11.0% | $3,329-34.1% | $3,332-34.2% |
| Admin fee / account holder | $292 | $2,834-89.7% | $3,600-91.9% | $4,645-93.7% |