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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $57,058 | $81,248-29.8% | $155,509-63.3% | $80,856-29.4% |
| Participation rate | 93.7% | 66.2%+27.5pp | 78.2%+15.5pp | 67.6%+26.0pp |
| Annual return | 10.87% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $5,289 | $3,100+70.6% | $4,672+13.2% | $2,755+92.0% |
| Participant deferral / active EE | $1,884 | $3,452-45.4% | $5,626-66.5% | $4,296-56.1% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |