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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,614 | $43,327+51.4% | $59,878+9.6% | $64,186+2.2% |
| Participation rate | 88.3% | 69.2%+19.1pp | 74.7%+13.6pp | 69.6%+18.7pp |
| Annual return | 51.49% | -1.55%+53.0pp | 3.46%+48.0pp | 7.63%+43.9pp |
| Employer contribution / active EE | $2,114 | $2,028+4.2% | $2,722-22.3% | $2,381-11.2% |
| Participant deferral / active EE | $2,785 | $2,546+9.4% | $3,402-18.1% | $3,470-19.7% |
| Admin fee / account holder | $1 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |