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 9-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.
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 | $400,113-100.0% | $383,300-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 87.5%-87.5pp | - |
| Annual return | 4.70% | 0.30%+4.4pp | -2.73%+7.4pp | - |
| Employer contribution / active EE | $0 | $0 | $11,551-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $9,404-100.0% | - |
| Admin fee / account holder | $0 | $15,597-100.0% | $6,549-100.0% | - |