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 | $4,700 | $80,717-94.2% | $154,803-97.0% | $84,808-94.5% |
| Participation rate | 95.1% | 66.8%+28.3pp | 78.1%+17.1pp | 68.3%+26.8pp |
| Annual return | 29.81% | 37.96%-8.1pp | 58.88%-29.1pp | 40.90%-11.1pp |
| Employer contribution / active EE | $737 | $2,761-73.3% | $4,305-82.9% | $2,631-72.0% |
| Participant deferral / active EE | $2,202 | $3,303-33.3% | $5,540-60.3% | $4,212-47.7% |
| Admin fee / account holder | $21 | $6,746-99.7% | $14,329-99.9% | $7,344-99.7% |