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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,504 | $69,207+64.0% | $64,056+77.2% | $139,434-18.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.37% | 45.88%-38.5pp | 33.69%-26.3pp | 372.94%-365.6pp |
| Employer contribution / active EE | $7,062 | $3,182+121.9% | $2,747+157.1% | $4,751+48.6% |
| Participant deferral / active EE | $7,661 | $4,682+63.6% | $3,880+97.4% | $6,710+14.2% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |