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 3-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 | $6,197 | $30,400-79.6% | $53,898-88.5% | $84,808-92.7% |
| Participation rate | 95.7% | 46.4%+49.2pp | 55.0%+40.7pp | 68.3%+27.3pp |
| Annual return | 23.15% | 500.19%-477.0pp | 528.60%-505.5pp | 40.90%-17.7pp |
| Employer contribution / active EE | $1,447 | $603+140.1% | $932+55.3% | $2,631-45.0% |
| Participant deferral / active EE | $1,894 | $1,199+58.0% | $1,826+3.7% | $4,212-55.0% |
| Admin fee / account holder | $168 | $1,993-91.5% | $2,491-93.2% | $7,344-97.7% |