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 | $73,474 | $142,344-48.4% | $119,609-38.6% | $134,475-45.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.27% | -12.44%-5.8pp | -14.97%-3.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $5,421 | $5,222+3.8% | $4,232+28.1% | $4,740+14.4% |
| Participant deferral / active EE | $4,820 | $6,469-25.5% | $5,602-14.0% | $6,400-24.7% |
| Admin fee / account holder | $279 | $13,584-97.9% | $10,323-97.3% | $11,426-97.6% |