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 | $106,577 | $89,652+18.9% | $141,162-24.5% | $65,185+63.5% |
| Participation rate | 89.9% | 74.7%+15.2pp | 82.5%+7.4pp | 70.2%+19.7pp |
| Annual return | 24.59% | 32.79%-8.2pp | 71.39%-46.8pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,551 | $3,065-49.4% | $4,735-67.2% | $2,177-28.7% |
| Participant deferral / active EE | $7,756 | $5,691+36.3% | $6,709+15.6% | $3,514+120.7% |
| Admin fee / account holder | $188 | $569-66.9% | $10,261-98.2% | $847-77.8% |