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 8-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 | $3,606 | $85,766-95.8% | $136,294-97.4% | $70,131-94.9% |
| Participation rate | 95.9% | 74.2%+21.7pp | 81.9%+14.0pp | 69.5%+26.3pp |
| Annual return | -138.64% | 31.45%-170.1pp | 5155.94%-5294.6pp | 73.14%-211.8pp |
| Employer contribution / active EE | $12,646 | $2,966+326.3% | $4,695+169.3% | $2,342+439.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |