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 | $0 | $99,020-100.0% | $86,590-100.0% | $147,584-100.0% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 15.86% | 1312.34%-1296.5pp | 964.84%-949.0pp | 578.55%-562.7pp |
| Employer contribution / active EE | $7,392 | $3,132+136.0% | $2,839+160.4% | $4,876+51.6% |
| Participant deferral / active EE | $5,276 | $3,972+32.8% | $3,609+46.2% | $5,439-3.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |