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 | $31,691 | $138,044-77.0% | $125,339-74.7% | $134,475-76.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.85% | 750.33%-763.2pp | 572.05%-584.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $3,962 | $5,243-24.4% | $4,814-17.7% | $4,740-16.4% |
| Participant deferral / active EE | $10,569 | $7,799+35.5% | $7,446+41.9% | $6,400+65.1% |
| Admin fee / account holder | $191 | $11,571-98.4% | $10,010-98.1% | $11,426-98.3% |