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 7-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.
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 | $5,164 | $53,822-90.4% | $75,696-93.2% | $85,850-94.0% |
| Participation rate | 82.6% | 69.1%+13.5pp | 74.8%+7.8pp | 69.3%+13.3pp |
| Annual return | 19.70% | 24.54%-4.8pp | 104.53%-84.8pp | 318.53%-298.8pp |
| Employer contribution / active EE | $907 | $2,017-55.0% | $2,743-66.9% | $2,565-64.6% |
| Participant deferral / active EE | $1,716 | $2,895-40.7% | $3,821-55.1% | $3,952-56.6% |
| Admin fee / account holder | $183 | $3,343-94.5% | $3,619-94.9% | $6,260-97.1% |