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 9-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 | $182,423 | $183,963-0.8% | $162,163+12.5% | $152,861+19.3% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.4%-11.0pp |
| Annual return | 21.45% | 150.76%-129.3pp | 115.59%-94.1pp | 345.32%-323.9pp |
| Employer contribution / active EE | $0 | $6,371-100.0% | $5,614-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,379 | $8,034+16.7% | $7,298+28.5% | $5,850+60.3% |
| Admin fee / account holder | $281 | $13,121-97.9% | $10,843-97.4% | $11,596-97.6% |