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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $292,818 | $350,135-16.4% | $292,8180% | $350,135-16.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 100.0%0pp | 79.0%+21.0pp |
| Annual return | 5.82% | 11.86%-6.0pp | 5.82%0pp | 11.86%-6.0pp |
| Employer contribution / active EE | $5,825 | $12,925-54.9% | $5,8250% | $12,925-54.9% |
| Participant deferral / active EE | $1 | $4,976-100.0% | $10% | $4,976-100.0% |
| Admin fee / account holder | $0 | $23,717-100.0% | $0 | $23,717-100.0% |