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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,519 | $63,114-23.1% | $92,893-47.8% | $65,185-25.6% |
| Participation rate | 75.9% | 68.8%+7.1pp | 76.0%-0.1pp | 70.2%+5.7pp |
| Annual return | 19.14% | 28.75%-9.6pp | 109.41%-90.3pp | 29.38%-10.2pp |
| Employer contribution / active EE | $2,316 | $2,571-9.9% | $3,653-36.6% | $2,177+6.4% |
| Participant deferral / active EE | $4,251 | $3,108+36.8% | $4,236+0.4% | $3,514+21.0% |
| Admin fee / account holder | $46 | $624-92.7% | $5,794-99.2% | $847-94.6% |