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 | $79,939 | $77,813+2.7% | $123,544-35.3% | $64,186+24.5% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -4.88% | 12.48%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,443 | $3,014+47.4% | $4,628-4.0% | $2,381+86.6% |
| Participant deferral / active EE | $4,513 | $5,240-13.9% | $6,426-29.8% | $3,470+30.1% |
| Admin fee / account holder | $263 | $5,519-95.2% | $9,284-97.2% | $4,888-94.6% |