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 10-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 | $13,638 | $93,571-85.4% | $135,903-90.0% | $75,163-81.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.46% | 30.90%-11.4pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $4,451 | $3,537+25.8% | $4,856-8.4% | $2,670+66.7% |
| Participant deferral / active EE | $1,402 | $6,404-78.1% | $7,758-81.9% | $4,125-66.0% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |