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 | $523 | $24,730-97.9% | $66,042-99.2% | $84,808-99.4% |
| Participation rate | 79.4% | 68.1%+11.3pp | 67.5%+11.9pp | 68.3%+11.1pp |
| Annual return | 24.75% | 79.55%-54.8pp | 52.11%-27.4pp | 40.90%-16.1pp |
| Employer contribution / active EE | $250 | $857-70.9% | $1,579-84.2% | $2,631-90.5% |
| Participant deferral / active EE | $945 | $1,737-45.6% | $2,835-66.7% | $4,212-77.6% |
| Admin fee / account holder | $62 | $3,014-97.9% | $5,747-98.9% | $7,344-99.2% |