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 9-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 | $52,813 | $89,355-40.9% | $141,162-62.6% | $72,985-27.6% |
| Participation rate | 98.9% | 75.1%+23.8pp | 82.5%+16.4pp | 69.5%+29.4pp |
| Annual return | 25.01% | 111.85%-86.8pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $3,615 | $3,114+16.1% | $4,735-23.7% | $2,440+48.2% |
| Participant deferral / active EE | $8,053 | $5,418+48.6% | $6,709+20.0% | $3,607+123.2% |
| Admin fee / account holder | $111 | $5,958-98.1% | $10,261-98.9% | $5,124-97.8% |