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 8-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,097 | $152,587-83.6% | $125,175-80.0% | $152,861-83.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.47% | 54.84%-24.4pp | 43.79%-13.3pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,935 | $4,946-60.9% | $3,865-49.9% | $4,762-59.4% |
| Participant deferral / active EE | $2,856 | $5,868-51.3% | $4,937-42.1% | $5,850-51.2% |
| Admin fee / account holder | $275 | $13,434-98.0% | $9,702-97.2% | $11,596-97.6% |