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 | $16,887 | $46,553-63.7% | $64,056-73.6% | $75,163-77.5% |
| Participation rate | 94.0% | 65.9%+28.1pp | 72.3%+21.7pp | 67.2%+26.8pp |
| Annual return | 22.40% | 26.03%-3.6pp | 33.69%-11.3pp | 160.62%-138.2pp |
| Employer contribution / active EE | $2,055 | $1,974+4.1% | $2,747-25.2% | $2,670-23.0% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |