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.
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 | $84,574 | $54,229+56.0% | $70,092+20.7% | $68,494+23.5% |
| Participation rate | 93.8% | 64.5%+29.4pp | 70.5%+23.4pp | 67.9%+26.0pp |
| Annual return | -20.42% | -13.87%-6.6pp | 190.73%-211.2pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,712 | $2,018-15.2% | $2,559-33.1% | $2,596-34.1% |
| Participant deferral / active EE | $3,893 | $2,956+31.7% | $3,849+1.1% | $4,027-3.3% |
| Admin fee / account holder | $277 | $4,694-94.1% | $6,267-95.6% | $5,403-94.9% |