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.
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 | $3,498 | $91,407-96.2% | $135,903-97.4% | $71,457-95.1% |
| Participation rate | 93.2% | 75.7%+17.6pp | 81.9%+11.3pp | 67.9%+25.3pp |
| Annual return | 102.96% | 29.90%+73.1pp | 68.23%+34.7pp | 28.85%+74.1pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,556 | $7,092-49.9% | $7,758-54.2% | $4,289-17.1% |
| Admin fee / account holder | $247 | $1,266-80.5% | $10,762-97.7% | $1,587-84.4% |