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 | $350,135-100.0% | $120,293-100.0% | $350,135-100.0% |
| Participation rate | 0.0% | 79.0%-79.0pp | 83.3%-83.3pp | 79.0%-79.0pp |
| Annual return | 3.50% | 11.86%-8.4pp | 40.97%-37.5pp | 11.86%-8.4pp |
| Employer contribution / active EE | $0 | $12,925-100.0% | $3,911-100.0% | $12,925-100.0% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,180-100.0% | $4,976-100.0% |
| Admin fee / account holder | $0 | $23,717-100.0% | $1,724-100.0% | $23,717-100.0% |