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 | $12,116 | $84,487-85.7% | $125,339-90.3% | $66,914-81.9% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.1pp | 69.8%+29.6pp |
| Annual return | 7.30% | -8.39%+15.7pp | 572.05%-564.8pp | 1.58%+5.7pp |
| Employer contribution / active EE | $2,347 | $3,553-33.9% | $4,814-51.2% | $2,544-7.8% |
| Participant deferral / active EE | $4,163 | $6,781-38.6% | $7,446-44.1% | $4,237-1.8% |
| Admin fee / account holder | $263 | $685-61.6% | $10,010-97.4% | $593-55.7% |