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 6-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 | $4,435 | $31,310-85.8% | $53,898-91.8% | $74,304-94.0% |
| Participation rate | 86.1% | 30.7%+55.5pp | 55.0%+31.2pp | 60.3%+25.8pp |
| Annual return | 18.60% | 23.16%-4.6pp | 528.60%-510.0pp | 29.43%-10.8pp |
| Employer contribution / active EE | $383 | $450-14.8% | $932-58.9% | $2,241-82.9% |
| Participant deferral / active EE | $743 | $934-20.5% | $1,826-59.3% | $3,767-80.3% |
| Admin fee / account holder | $18 | $2,175-99.2% | $2,491-99.3% | $2,969-99.4% |