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 | $63,235 | $80,717-21.7% | $154,803-59.2% | $84,808-25.4% |
| Participation rate | 81.6% | 66.8%+14.8pp | 78.1%+3.5pp | 68.3%+13.3pp |
| Annual return | 24.16% | 37.96%-13.8pp | 58.88%-34.7pp | 40.90%-16.7pp |
| Employer contribution / active EE | $1,743 | $2,761-36.9% | $4,305-59.5% | $2,631-33.8% |
| Participant deferral / active EE | $3,150 | $3,303-4.6% | $5,540-43.1% | $4,212-25.2% |
| Admin fee / account holder | $198 | $6,746-97.1% | $14,329-98.6% | $7,344-97.3% |