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 7-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 | $55,631 | $183,519-69.7% | $155,509-64.2% | $145,922-61.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -8.49% | 61.17%-69.7pp | 64.67%-73.2pp | 561.29%-569.8pp |
| Employer contribution / active EE | $1,939 | $5,313-63.5% | $4,672-58.5% | $4,660-58.4% |
| Participant deferral / active EE | $4,535 | $6,462-29.8% | $5,626-19.4% | $6,688-32.2% |
| Admin fee / account holder | $289 | $19,313-98.5% | $15,912-98.2% | $13,397-97.8% |