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 4-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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,604 | $102,553+23.5% | $151,611-16.5% | $66,914+89.2% |
| Participation rate | 86.9% | 85.5%+1.4pp | 87.5%-0.6pp | 69.8%+17.1pp |
| Annual return | -16.77% | -10.82%-5.9pp | 3.33%-20.1pp | 1.58%-18.4pp |
| Employer contribution / active EE | $20,073 | $4,180+380.2% | $6,166+225.5% | $2,544+689.0% |
| Participant deferral / active EE | $12,266 | $6,641+84.7% | $8,363+46.7% | $4,237+189.5% |
| Admin fee / account holder | $6 | $630-99.1% | $11,616-99.9% | $593-99.0% |