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 5-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.
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 | $10,732 | $58,208-81.6% | $81,812-86.9% | $80,856-86.7% |
| Participation rate | 93.4% | 63.4%+30.0pp | 72.3%+21.1pp | 67.6%+25.8pp |
| Annual return | 23.43% | 41.66%-18.2pp | 773.79%-750.4pp | 35.59%-12.2pp |
| Employer contribution / active EE | $1,415 | $2,340-39.5% | $2,912-51.4% | $2,755-48.6% |
| Participant deferral / active EE | $2,288 | $3,281-30.3% | $4,319-47.0% | $4,296-46.7% |
| Admin fee / account holder | $160 | $4,981-96.8% | $7,386-97.8% | $6,918-97.7% |