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 | $593,973 | $202,432+193.4% | $169,368+250.7% | $139,434+326.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.44% | 531.74%-508.3pp | 405.60%-382.2pp | 372.94%-349.5pp |
| Employer contribution / active EE | $3,412 | $4,692-27.3% | $4,013-15.0% | $4,751-28.2% |
| Participant deferral / active EE | $20,956 | $6,938+202.0% | $6,221+236.8% | $6,710+212.3% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |