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 9-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.
Annual investment return 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 | $14,211 | $58,577-75.7% | $83,333-82.9% | $64,186-77.9% |
| Participation rate | 91.8% | 72.0%+19.7pp | 77.8%+14.0pp | 69.6%+22.2pp |
| Annual return | -11.06% | 9.65%-20.7pp | 10.63%-21.7pp | 7.63%-18.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,227 | $4,654+33.8% | $5,565+11.9% | $3,470+79.5% |
| Admin fee / account holder | $121 | $9,275-98.7% | $7,510-98.4% | $4,888-97.5% |