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 | $20,494 | $43,327-52.7% | $59,878-65.8% | $64,186-68.1% |
| Participation rate | 93.8% | 69.2%+24.6pp | 74.7%+19.1pp | 69.6%+24.2pp |
| Annual return | 9.70% | -1.55%+11.2pp | 3.46%+6.2pp | 7.63%+2.1pp |
| Employer contribution / active EE | $1,459 | $2,028-28.1% | $2,722-46.4% | $2,381-38.7% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $270 | $3,005-91.0% | $3,590-92.5% | $4,888-94.5% |