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 3-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 | $1,253 | $30,400-95.9% | $53,898-97.7% | $84,808-98.5% |
| Participation rate | 93.8% | 46.4%+47.3pp | 55.0%+38.8pp | 68.3%+25.4pp |
| Annual return | 23.69% | 500.19%-476.5pp | 528.60%-504.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $351 | $603-41.8% | $932-62.3% | $2,631-86.7% |
| Participant deferral / active EE | $492 | $1,199-59.0% | $1,826-73.1% | $4,212-88.3% |
| Admin fee / account holder | $66 | $1,993-96.7% | $2,491-97.4% | $7,344-99.1% |