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.
Employer 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 | $7,612 | $60,795-87.5% | $69,455-89.0% | $65,185-88.3% |
| Participation rate | 83.5% | 74.9%+8.7pp | 74.6%+8.9pp | 70.2%+13.3pp |
| Annual return | 224.90% | 17.46%+207.4pp | 28.97%+195.9pp | 29.38%+195.5pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,384 | $3,162+38.7% | $3,535+24.0% | $3,514+24.8% |
| Admin fee / account holder | $83 | $314-73.5% | $3,839-97.8% | $847-90.2% |