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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,641 | $101,317+66.4% | $146,958+14.8% | $74,495+126.4% |
| Participation rate | 86.8% | 75.5%+11.2pp | 82.2%+4.6pp | 67.2%+19.6pp |
| Annual return | 11.18% | 8730.91%-8719.7pp | 418.34%-407.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $5,565 | $3,810+46.0% | $4,933+12.8% | $2,623+112.1% |
| Participant deferral / active EE | $4,626 | $7,303-36.7% | $8,070-42.7% | $4,346+6.4% |
| Admin fee / account holder | $1 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |