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 5-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 | $52,122 | $81,248-35.8% | $155,509-66.5% | $80,856-35.5% |
| Participation rate | 93.7% | 66.2%+27.5pp | 78.2%+15.5pp | 67.6%+26.0pp |
| Annual return | 45.62% | 33.31%+12.3pp | 64.67%-19.1pp | 35.59%+10.0pp |
| Employer contribution / active EE | $18,880 | $3,100+509.0% | $4,672+304.1% | $2,755+585.3% |
| Participant deferral / active EE | $16,118 | $3,452+367.0% | $5,626+186.5% | $4,296+275.2% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |