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.
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 | $466,372 | $190,805+144.4% | $159,960+191.6% | $134,475+246.8% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.56% | 552.23%-564.8pp | 408.60%-421.2pp | 417.96%-430.5pp |
| Employer contribution / active EE | $7,495 | $4,995+50.0% | $4,226+77.4% | $4,740+58.1% |
| Participant deferral / active EE | $18,396 | $6,923+165.7% | $6,182+197.5% | $6,400+187.4% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |