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 | $141,132 | $175,202-19.4% | $149,673-5.7% | $139,434+1.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.70% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,760 | $5,474-49.6% | $4,818-42.7% | $4,751-41.9% |
| Participant deferral / active EE | $8,805 | $6,519+35.1% | $5,680+55.0% | $6,710+31.2% |
| Admin fee / account holder | $26 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |