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.
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 | $3,919 | $64,909-94.0% | $82,313-95.2% | $62,292-93.7% |
| Participation rate | 99.2% | 74.9%+24.4pp | 76.9%+22.3pp | 69.5%+29.7pp |
| Annual return | 0.33% | 21.18%-20.9pp | 25.88%-25.6pp | 28.90%-28.6pp |
| Employer contribution / active EE | $1,154 | $1,676-31.2% | $2,428-52.5% | $2,042-43.5% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |