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 | $26,558 | $89,753-70.4% | $107,525-75.3% | $84,808-68.7% |
| Participation rate | 84.6% | 68.1%+16.6pp | 75.1%+9.5pp | 68.3%+16.3pp |
| Annual return | 14.93% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $10,746 | $3,113+245.1% | $3,754+186.3% | $2,631+308.4% |
| Participant deferral / active EE | $6,767 | $4,056+66.8% | $5,116+32.3% | $4,212+60.7% |
| Admin fee / account holder | $1 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |