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 | $94,696 | $167,484-43.5% | $151,611-37.5% | $134,475-29.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.57% | 7.80%-26.4pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,483 | $6,829-49.0% | $6,166-43.5% | $4,740-26.5% |
| Participant deferral / active EE | $11,537 | $8,986+28.4% | $8,363+37.9% | $6,400+80.3% |
| Admin fee / account holder | $18 | $13,783-99.9% | $11,616-99.8% | $11,426-99.8% |