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 exceed $250,000 - top-decile high-value plan.
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 | $427,586 | $138,044+209.7% | $125,339+241.1% | $134,475+218.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.79% | 750.33%-753.1pp | 572.05%-574.8pp | 417.96%-420.8pp |
| Employer contribution / active EE | $7,333 | $5,243+39.9% | $4,814+52.3% | $4,740+54.7% |
| Participant deferral / active EE | $10,471 | $7,799+34.3% | $7,446+40.6% | $6,400+63.6% |
| Admin fee / account holder | $139 | $11,571-98.8% | $10,010-98.6% | $11,426-98.8% |