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 | $50,514 | $100,923-49.9% | $150,045-66.3% | $74,304-32.0% |
| Participation rate | 90.3% | 70.1%+20.2pp | 82.3%+8.0pp | 60.3%+29.9pp |
| Annual return | 17.16% | 51.77%-34.6pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,990 | $3,463-42.6% | $4,693-57.6% | $2,241-11.2% |
| Participant deferral / active EE | $3,677 | $6,709-45.2% | $7,997-54.0% | $3,767-2.4% |
| Admin fee / account holder | $75 | $2,767-97.3% | $13,435-99.4% | $2,969-97.5% |