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.
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 | $9,322 | $54,350-82.8% | $82,719-88.7% | $68,494-86.4% |
| Participation rate | 92.2% | 63.9%+28.3pp | 72.6%+19.7pp | 67.9%+24.3pp |
| Annual return | -8.35% | -13.67%+5.3pp | 701.18%-709.5pp | -7.84%-0.5pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,705 | $3,246+137.4% | $4,395+75.3% | $4,027+91.3% |
| Admin fee / account holder | $244 | $4,395-94.4% | $5,329-95.4% | $5,403-95.5% |