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 3-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 | $53,311 | $102,197-47.8% | $142,449-62.6% | $74,419-28.4% |
| Participation rate | 97.7% | 79.8%+17.8pp | 76.8%+20.9pp | 70.7%+26.9pp |
| Annual return | 92.13% | 19.73%+72.4pp | 19.99%+72.1pp | 34.38%+57.7pp |
| Employer contribution / active EE | $21,276 | $5,052+321.2% | $4,847+338.9% | $2,637+706.7% |
| Participant deferral / active EE | $0 | $6,304-100.0% | $6,283-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $186-100.0% | $10,011-100.0% | $348-100.0% |