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 6-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.
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 | $2,236 | $25,979-91.4% | $71,735-96.9% | $68,494-96.7% |
| Participation rate | 88.9% | 54.5%+34.4pp | 62.3%+26.6pp | 67.9%+21.0pp |
| Annual return | -32.59% | -15.10%-17.5pp | 9.14%-41.7pp | -7.84%-24.7pp |
| Employer contribution / active EE | $945 | $900+4.9% | $1,704-44.5% | $2,596-63.6% |
| Participant deferral / active EE | $2,525 | $1,522+65.9% | $2,658-5.0% | $4,027-37.3% |
| Admin fee / account holder | $140 | $2,022-93.1% | $3,974-96.5% | $5,403-97.4% |