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 6-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,718 | $66,813-73.5% | $100,516-82.4% | $73,488-75.9% |
| Participation rate | 70.9% | 77.5%-6.5pp | 79.4%-8.5pp | 70.7%+0.3pp |
| Annual return | 28.46% | 25.70%+2.8pp | 30.89%-2.4pp | 28.51%-0.1pp |
| Employer contribution / active EE | $1,498 | $2,147-30.2% | $3,418-56.2% | $2,270-34.0% |
| Participant deferral / active EE | $2,650 | $5,883-55.0% | $6,270-57.7% | $3,740-29.1% |
| Admin fee / account holder | $21 | $512-96.0% | $8,081-99.7% | $513-96.0% |