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 | $16,681 | $108,172-84.6% | $77,482-78.5% | $158,922-89.5% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -32.71% | 31.67%-64.4pp | 54.79%-87.5pp | 302.83%-335.5pp |
| Employer contribution / active EE | $884 | $1,325-33.3% | $986-10.3% | $4,761-81.4% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $149 | $3,708-96.0% | $2,858-94.8% | $11,246-98.7% |