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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,090 | $157,256-89.1% | $141,162-87.9% | $152,861-88.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.20% | 64.32%-42.1pp | 71.39%-49.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,588 | $5,261-69.8% | $4,735-66.5% | $4,762-66.6% |
| Participant deferral / active EE | $2,690 | $7,109-62.2% | $6,709-59.9% | $5,850-54.0% |
| Admin fee / account holder | $164 | $12,120-98.7% | $10,261-98.4% | $11,596-98.6% |