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 7-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 | $2,360 | $49,138-95.2% | $84,015-97.2% | $65,185-96.4% |
| Participation rate | 81.3% | 60.7%+20.6pp | 69.0%+12.3pp | 70.2%+11.1pp |
| Annual return | 69.60% | 23.00%+46.6pp | 71.31%-1.7pp | 29.38%+40.2pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,718 | $2,397-28.3% | $3,239-47.0% | $3,514-51.1% |
| Admin fee / account holder | $89 | $543-83.7% | $6,101-98.5% | $847-89.5% |