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 | $86,231 | $100,923-14.6% | $150,045-42.5% | $74,304+16.1% |
| Participation rate | 92.9% | 70.1%+22.9pp | 82.3%+10.6pp | 60.3%+32.6pp |
| Annual return | 102.16% | 51.77%+50.4pp | 62.55%+39.6pp | 29.43%+72.7pp |
| Employer contribution / active EE | $3,356 | $3,463-3.1% | $4,693-28.5% | $2,241+49.8% |
| Participant deferral / active EE | $17,105 | $6,709+154.9% | $7,997+113.9% | $3,767+354.0% |
| Admin fee / account holder | -$2 | $2,767-100.1% | $13,435-100.0% | $2,969-100.1% |