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 | $45,189 | $79,171-42.9% | $102,423-55.9% | $74,495-39.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 40.58% | 54.93%-14.4pp | 29.32%+11.3pp | 1364.94%-1324.4pp |
| Employer contribution / active EE | $5,613 | $2,362+137.6% | $3,023+85.6% | $2,623+114.0% |
| Participant deferral / active EE | $11,919 | $4,415+170.0% | $5,053+135.9% | $4,346+174.3% |
| Admin fee / account holder | $248 | $2,001-87.6% | $9,451-97.4% | $1,942-87.2% |