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 5-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 | $1,150 | $30,400-96.2% | $53,898-97.9% | $84,808-98.6% |
| Participation rate | 76.6% | 46.4%+30.1pp | 55.0%+21.6pp | 68.3%+8.3pp |
| Annual return | 21.41% | 500.19%-478.8pp | 528.60%-507.2pp | 40.90%-19.5pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,335 | $1,199+11.4% | $1,826-26.9% | $4,212-68.3% |
| Admin fee / account holder | $47 | $1,993-97.6% | $2,491-98.1% | $7,344-99.4% |