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 | $25,822 | $202,318-87.2% | $172,739-85.1% | $152,861-83.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.09% | 1029.65%-1004.6pp | 802.84%-777.8pp | 345.32%-320.2pp |
| Employer contribution / active EE | $3,065 | $5,856-47.7% | $5,143-40.4% | $4,762-35.7% |
| Participant deferral / active EE | $4,138 | $5,948-30.4% | $5,198-20.4% | $5,850-29.3% |
| Admin fee / account holder | $178 | $17,109-99.0% | $13,954-98.7% | $11,596-98.5% |