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 | $60,868 | $91,190-33.3% | $178,490-65.9% | $79,858-23.8% |
| Participation rate | 92.0% | 69.2%+22.8pp | 81.9%+10.0pp | 69.6%+22.3pp |
| Annual return | 14.32% | 24.19%-9.9pp | 151.07%-136.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $2,524 | $3,256-22.5% | $5,011-49.6% | $2,471+2.2% |
| Participant deferral / active EE | $2,635 | $3,236-18.6% | $5,202-49.3% | $3,740-29.5% |
| Admin fee / account holder | $72 | $6,751-98.9% | $13,984-99.5% | $5,306-98.6% |