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 | $8,913 | $110,094-91.9% | $151,611-94.1% | $68,494-87.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -1.76% | -10.12%+8.4pp | 3.33%-5.1pp | -7.84%+6.1pp |
| Employer contribution / active EE | $1,910 | $4,471-57.3% | $6,166-69.0% | $2,596-26.4% |
| Participant deferral / active EE | $5,769 | $6,527-11.6% | $8,363-31.0% | $4,027+43.3% |
| Admin fee / account holder | $162 | $7,719-97.9% | $11,616-98.6% | $5,403-97.0% |