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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $127,264-100.0% | $109,895-100.0% | $167,490-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.2%-74.2pp | 82.1%-82.1pp |
| Annual return | 9.44% | 22.97%-13.5pp | 29.45%-20.0pp | 478.56%-469.1pp |
| Employer contribution / active EE | $20,170 | $3,322+507.1% | $2,842+609.6% | $4,837+317.0% |
| Participant deferral / active EE | $21,667 | $4,514+380.0% | $4,048+435.3% | $6,341+241.7% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |