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 | $10,293 | $54,229-81.0% | $70,092-85.3% | $68,494-85.0% |
| Participation rate | 74.6% | 64.5%+10.2pp | 70.5%+4.2pp | 67.9%+6.8pp |
| Annual return | -16.00% | -13.87%-2.1pp | 190.73%-206.7pp | -7.84%-8.2pp |
| Employer contribution / active EE | $3,845 | $2,018+90.5% | $2,559+50.3% | $2,596+48.1% |
| Participant deferral / active EE | $2,810 | $2,956-4.9% | $3,849-27.0% | $4,027-30.2% |
| Admin fee / account holder | $43 | $4,694-99.1% | $6,267-99.3% | $5,403-99.2% |