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.
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 | $16,650 | $108,642-84.7% | $74,701-77.7% | $152,861-89.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 22.44% | 114.06%-91.6pp | 752.92%-730.5pp | 345.32%-322.9pp |
| Employer contribution / active EE | $2,551 | $1,503+69.8% | $1,084+135.5% | $4,762-46.4% |
| Participant deferral / active EE | $5,601 | $2,712+106.5% | $1,964+185.2% | $5,850-4.3% |
| Admin fee / account holder | $269 | $4,902-94.5% | $3,333-91.9% | $11,596-97.7% |