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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,311 | $98,982-85.5% | $162,163-91.2% | $65,185-78.0% |
| Participation rate | 87.7% | 85.8%+1.9pp | 87.6%+0.2pp | 70.2%+17.5pp |
| Annual return | 150.16% | 24.84%+125.3pp | 115.59%+34.6pp | 29.38%+120.8pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,543 | $5,384+21.5% | $7,298-10.3% | $3,514+86.2% |
| Admin fee / account holder | $255 | $596-57.2% | $10,843-97.6% | $847-69.9% |