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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,547 | $79,428-11.2% | $106,548-33.8% | $79,386-11.1% |
| Participation rate | 78.0% | 74.1%+3.8pp | 76.1%+1.8pp | 70.7%+7.3pp |
| Annual return | 14.01% | 18.27%-4.3pp | 26.80%-12.8pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,762 | $2,234-21.1% | $2,819-37.5% | $2,427-27.4% |
| Participant deferral / active EE | $4,312 | $3,823+12.8% | $4,398-1.9% | $4,046+6.6% |
| Admin fee / account holder | $7 | $523-98.7% | $7,407-99.9% | $626-99.0% |