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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,161 | $89,588-45.1% | $136,007-63.9% | $77,643-36.7% |
| Participation rate | 99.6% | 74.3%+25.3pp | 76.5%+23.2pp | 70.6%+29.1pp |
| Annual return | 17.83% | 17.42%+0.4pp | 579.32%-561.5pp | 31.24%-13.4pp |
| Employer contribution / active EE | $5,243 | $3,491+50.2% | $4,217+24.4% | $2,726+92.4% |
| Participant deferral / active EE | $0 | $5,591-100.0% | $7,025-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $539-100.0% | $6,858-100.0% | $430-100.0% |