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.
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 | $2,307 | $80,717-97.1% | $154,803-98.5% | $84,808-97.3% |
| Participation rate | 96.8% | 66.8%+30.0pp | 78.1%+18.7pp | 68.3%+28.5pp |
| Annual return | 17.56% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $595 | $2,761-78.5% | $4,305-86.2% | $2,631-77.4% |
| Participant deferral / active EE | $1,158 | $3,303-64.9% | $5,540-79.1% | $4,212-72.5% |
| Admin fee / account holder | $163 | $6,746-97.6% | $14,329-98.9% | $7,344-97.8% |