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 | $23,372 | $100,923-76.8% | $150,045-84.4% | $74,304-68.5% |
| Participation rate | 96.1% | 70.1%+26.0pp | 82.3%+13.8pp | 60.3%+35.7pp |
| Annual return | 71.90% | 51.77%+20.1pp | 62.55%+9.3pp | 29.43%+42.5pp |
| Employer contribution / active EE | $2,852 | $3,463-17.7% | $4,693-39.2% | $2,241+27.2% |
| Participant deferral / active EE | $7,293 | $6,709+8.7% | $7,997-8.8% | $3,767+93.6% |
| Admin fee / account holder | $17 | $2,767-99.4% | $13,435-99.9% | $2,969-99.4% |