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 4-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.
Participant 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 | $4,909 | $80,753-93.9% | $136,294-96.4% | $62,292-92.1% |
| Participation rate | 98.9% | 73.5%+25.3pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 33.47% | 35.83%-2.4pp | 5155.94%-5122.5pp | 28.90%+4.6pp |
| Employer contribution / active EE | $2,007 | $2,884-30.4% | $4,695-57.2% | $2,042-1.7% |
| Participant deferral / active EE | $602 | $5,164-88.3% | $6,247-90.4% | $3,169-81.0% |
| Admin fee / account holder | $250 | $525-52.3% | $9,243-97.3% | $479-47.7% |