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 | $1,745 | $54,701-96.8% | $86,188-98.0% | $71,457-97.6% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 13.88% | 20.06%-6.2pp | 1168.45%-1154.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $403 | $1,265-68.1% | $2,380-83.1% | $2,588-84.4% |
| Participant deferral / active EE | $841 | $3,108-73.0% | $3,985-78.9% | $4,289-80.4% |
| Admin fee / account holder | $134 | $1,922-93.0% | $6,852-98.0% | $1,587-91.6% |