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 7-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 | $133,393 | $80,724+65.2% | $103,333+29.1% | $74,495+79.1% |
| Participation rate | 98.8% | 65.7%+33.1pp | 74.5%+24.2pp | 67.2%+31.5pp |
| Annual return | 42.55% | 27.56%+15.0pp | 24.88%+17.7pp | 1364.94%-1322.4pp |
| Employer contribution / active EE | $12,417 | $3,157+293.3% | $3,868+221.0% | $2,623+373.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $2 | $2,368-99.9% | $8,355-100.0% | $1,942-99.9% |