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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,027 | $51,045-94.1% | $70,515-95.7% | $71,457-95.8% |
| Participation rate | 72.4% | 59.4%+13.0pp | 68.3%+4.1pp | 67.9%+4.5pp |
| Annual return | 15.72% | 42.63%-26.9pp | 32.77%-17.1pp | 28.85%-13.1pp |
| Employer contribution / active EE | $396 | $1,790-77.9% | $2,973-86.7% | $2,588-84.7% |
| Participant deferral / active EE | $762 | $3,026-74.8% | $4,567-83.3% | $4,289-82.2% |
| Admin fee / account holder | $300 | $1,994-85.0% | $6,412-95.3% | $1,587-81.1% |