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 | $61,675 | $100,852-38.8% | $90,404-31.8% | $158,922-61.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.92% | 1724.20%-1717.3pp | 1293.02%-1286.1pp | 302.83%-295.9pp |
| Employer contribution / active EE | $3,259 | $3,689-11.6% | $3,262-0.1% | $4,761-31.6% |
| Participant deferral / active EE | $3,538 | $4,348-18.6% | $3,963-10.7% | $5,982-40.9% |
| Admin fee / account holder | $50 | $6,501-99.2% | $5,611-99.1% | $11,246-99.6% |