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 | $1,424 | $31,310-95.5% | $53,898-97.4% | $74,304-98.1% |
| Participation rate | 98.0% | 30.7%+67.4pp | 55.0%+43.1pp | 60.3%+37.7pp |
| Annual return | 62.89% | 23.16%+39.7pp | 528.60%-465.7pp | 29.43%+33.5pp |
| Employer contribution / active EE | $10 | $450-97.7% | $932-98.9% | $2,241-99.5% |
| Participant deferral / active EE | $786 | $934-15.8% | $1,826-56.9% | $3,767-79.1% |
| Admin fee / account holder | $295 | $2,175-86.4% | $2,491-88.1% | $2,969-90.1% |