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 | $6,607 | $83,884-92.1% | $64,056-89.7% | $74,419-91.1% |
| Participation rate | 98.3% | 76.6%+21.7pp | 72.3%+26.0pp | 70.7%+27.6pp |
| Annual return | 537.40% | 16.57%+520.8pp | 33.69%+503.7pp | 34.38%+503.0pp |
| Employer contribution / active EE | $3,184 | $3,084+3.2% | $2,747+15.9% | $2,637+20.7% |
| Participant deferral / active EE | $1,964 | $3,692-46.8% | $3,880-49.4% | $4,528-56.6% |
| Admin fee / account holder | $297 | $196+51.7% | $3,068-90.3% | $348-14.5% |