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 4-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 | $3,850 | $59,805-93.6% | $79,550-95.2% | $68,494-94.4% |
| Participation rate | 96.5% | 61.1%+35.4pp | 69.5%+27.0pp | 67.9%+28.6pp |
| Annual return | -8.63% | -12.30%+3.7pp | 0.16%-8.8pp | -7.84%-0.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,056 | $3,024+34.1% | $3,985+1.8% | $4,027+0.7% |
| Admin fee / account holder | $299 | $4,835-93.8% | $6,832-95.6% | $5,403-94.5% |