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 7-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 | $10,731 | $73,867-85.5% | $143,757-92.5% | $68,494-84.3% |
| Participation rate | 97.6% | 66.7%+31.0pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -18.33% | 1.01%-19.3pp | -0.04%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,191 | $3,184-62.6% | $4,951-75.9% | $2,596-54.1% |
| Participant deferral / active EE | $3,061 | $3,384-9.6% | $5,637-45.7% | $4,027-24.0% |
| Admin fee / account holder | $109 | $5,755-98.1% | $14,673-99.3% | $5,403-98.0% |