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 | $236,936 | $150,440+57.5% | $136,294+73.8% | $147,584+60.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.11% | 1049.08%-1046.0pp | 5155.94%-5152.8pp | 578.55%-575.4pp |
| Employer contribution / active EE | $14,457 | $5,256+175.1% | $4,695+207.9% | $4,876+196.5% |
| Participant deferral / active EE | $9,417 | $6,630+42.0% | $6,247+50.7% | $5,439+73.1% |
| Admin fee / account holder | $17 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |