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 | $16,389 | $48,046-65.9% | $84,611-80.6% | $72,985-77.5% |
| Participation rate | 85.7% | 57.6%+28.1pp | 68.2%+17.5pp | 69.5%+16.2pp |
| Annual return | 20.62% | 37.38%-16.8pp | 258.74%-238.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,661 | $1,602+3.7% | $2,652-37.4% | $2,440-31.9% |
| Participant deferral / active EE | $1,868 | $2,680-30.3% | $3,899-52.1% | $3,607-48.2% |
| Admin fee / account holder | $266 | $3,395-92.2% | $4,912-94.6% | $5,124-94.8% |