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.
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 | $5,573 | $73,867-92.5% | $143,757-96.1% | $68,494-91.9% |
| Participation rate | 91.4% | 66.7%+24.7pp | 80.3%+11.1pp | 67.9%+23.5pp |
| Annual return | -13.04% | 1.01%-14.0pp | -0.04%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $1,673 | $3,184-47.4% | $4,951-66.2% | $2,596-35.5% |
| Participant deferral / active EE | $2,496 | $3,384-26.3% | $5,637-55.7% | $4,027-38.0% |
| Admin fee / account holder | $56 | $5,755-99.0% | $14,673-99.6% | $5,403-99.0% |