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.
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 | $9,226 | $60,323-84.7% | $81,812-88.7% | $74,495-87.6% |
| Participation rate | 73.1% | 62.9%+10.2pp | 72.3%+0.7pp | 67.2%+5.9pp |
| Annual return | 11.85% | 16.90%-5.1pp | 773.79%-761.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,666 | $2,620+1.8% | $2,912-8.4% | $2,623+1.7% |
| Participant deferral / active EE | $492 | $3,387-85.5% | $4,319-88.6% | $4,346-88.7% |
| Admin fee / account holder | $96 | $1,486-93.5% | $7,386-98.7% | $1,942-95.0% |