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 | $206,416 | $190,805+8.2% | $159,960+29.0% | $134,475+53.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.97% | 552.23%-559.2pp | 408.60%-415.6pp | 417.96%-424.9pp |
| Employer contribution / active EE | $12,043 | $4,995+141.1% | $4,226+185.0% | $4,740+154.1% |
| Participant deferral / active EE | $29,523 | $6,923+326.4% | $6,182+377.5% | $6,400+361.3% |
| Admin fee / account holder | $50 | $10,471-99.5% | $8,698-99.4% | $11,426-99.6% |