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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,877 | $60,165-68.6% | $74,183-74.6% | $55,167-65.8% |
| Participation rate | 99.4% | 74.2%+25.2pp | 76.6%+22.7pp | 69.0%+30.4pp |
| Annual return | 14.50% | 10.00%+4.5pp | 17.74%-3.2pp | 169.23%-154.7pp |
| Employer contribution / active EE | $2,124 | $1,600+32.8% | $2,370-10.4% | $1,963+8.2% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-99.9% | $5,586-100.0% | $504-99.9% |