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.
Employer 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 | $1,982 | $48,750-95.9% | $88,946-97.8% | $74,304-97.3% |
| Participation rate | 85.8% | 44.5%+41.4pp | 68.8%+17.0pp | 60.3%+25.5pp |
| Annual return | 36.77% | 25.91%+10.9pp | 57.82%-21.0pp | 29.43%+7.3pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,261 | $2,423-48.0% | $4,581-72.5% | $3,767-66.5% |
| Admin fee / account holder | $177 | $3,756-95.3% | $8,261-97.9% | $2,969-94.0% |