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 | $21,491 | $59,186-63.7% | $76,768-72.0% | $56,287-61.8% |
| Participation rate | 99.5% | 75.2%+24.3pp | 77.0%+22.5pp | 69.9%+29.6pp |
| Annual return | 15.71% | 6.62%+9.1pp | 2.43%+13.3pp | -9.96%+25.7pp |
| Employer contribution / active EE | $1,829 | $1,759+4.0% | $2,485-26.4% | $2,111-13.3% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |