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 | $58,828-100.0% | $77,999-100.0% | $62,891-100.0% |
| Participation rate | 0.0% | 71.1%-71.1pp | 75.5%-75.5pp | 69.3%-69.3pp |
| Annual return | 6.52% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $4,108 | $1,672+145.7% | $2,470+66.3% | $2,281+80.1% |
| Participant deferral / active EE | $5,771 | $2,686+114.9% | $3,497+65.0% | $3,203+80.2% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |