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 9-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 | $22,346 | $104,475-78.6% | $159,436-86.0% | $79,386-71.9% |
| Participation rate | 87.8% | 76.6%+11.2pp | 82.8%+5.0pp | 70.7%+17.1pp |
| Annual return | 96.98% | 67.95%+29.0pp | 263.57%-166.6pp | 116.85%-19.9pp |
| Employer contribution / active EE | $1,102 | $3,417-67.8% | $4,829-77.2% | $2,427-54.6% |
| Participant deferral / active EE | $9,280 | $6,467+43.5% | $7,352+26.2% | $4,046+129.4% |
| Admin fee / account holder | $157 | $711-78.0% | $10,799-98.5% | $626-75.0% |