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 | $36,428 | $82,664-55.9% | $125,339-70.9% | $68,494-46.8% |
| Participation rate | 74.2% | 75.0%-0.8pp | 82.4%-8.1pp | 67.9%+6.3pp |
| Annual return | -13.70% | -5.97%-7.7pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $4,080 | $3,381+20.7% | $4,814-15.2% | $2,596+57.2% |
| Participant deferral / active EE | $6,573 | $6,110+7.6% | $7,446-11.7% | $4,027+63.2% |
| Admin fee / account holder | $13 | $6,275-99.8% | $10,010-99.9% | $5,403-99.8% |