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 | $146,311 | $98,750+48.2% | $149,696-2.3% | $79,858+83.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.77% | 27.43%-8.7pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $1,217 | $3,216-62.2% | $4,644-73.8% | $2,471-50.7% |
| Participant deferral / active EE | $6,608 | $5,680+16.3% | $6,842-3.4% | $3,740+76.7% |
| Admin fee / account holder | $66 | $6,053-98.9% | $9,309-99.3% | $5,306-98.8% |