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 5-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 | $5,357 | $49,915-89.3% | $154,803-96.5% | $74,304-92.8% |
| Participation rate | 81.7% | 54.0%+27.7pp | 78.1%+3.6pp | 60.3%+21.3pp |
| Annual return | 105.04% | 34.06%+71.0pp | 58.88%+46.2pp | 29.43%+75.6pp |
| Employer contribution / active EE | $377 | $1,611-76.6% | $4,305-91.3% | $2,241-83.2% |
| Participant deferral / active EE | $891 | $2,255-60.5% | $5,540-83.9% | $3,767-76.3% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |