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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,044 | $80,717-98.7% | $154,803-99.3% | $84,808-98.8% |
| Participation rate | 90.6% | 66.8%+23.8pp | 78.1%+12.6pp | 68.3%+22.3pp |
| Annual return | 19.08% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $435 | $2,761-84.2% | $4,305-89.9% | $2,631-83.5% |
| Participant deferral / active EE | $486 | $3,303-85.3% | $5,540-91.2% | $4,212-88.5% |
| Admin fee / account holder | $283 | $6,746-95.8% | $14,329-98.0% | $7,344-96.1% |