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 | $64,878 | $77,813-16.6% | $123,544-47.5% | $64,186+1.1% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.3%+9.7pp | 69.6%+22.4pp |
| Annual return | -6.77% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,408 | $3,014-20.1% | $4,628-48.0% | $2,381+1.1% |
| Participant deferral / active EE | $8,989 | $5,240+71.6% | $6,426+39.9% | $3,470+159.1% |
| Admin fee / account holder | $153 | $5,519-97.2% | $9,284-98.4% | $4,888-96.9% |