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 10-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 | $132,641 | $98,750+34.3% | $149,696-11.4% | $79,858+66.1% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+27.0pp |
| Annual return | 14.77% | 27.43%-12.7pp | 276.60%-261.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,832 | $3,216-12.0% | $4,644-39.0% | $2,471+14.6% |
| Participant deferral / active EE | $6,886 | $5,680+21.2% | $6,842+0.6% | $3,740+84.1% |
| Admin fee / account holder | $211 | $6,053-96.5% | $9,309-97.7% | $5,306-96.0% |