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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,422 | $86,655+52.8% | $119,609+10.7% | $66,914+97.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -14.68% | -8.00%-6.7pp | -14.97%+0.3pp | 1.58%-16.3pp |
| Employer contribution / active EE | $6,660 | $2,536+162.6% | $4,232+57.4% | $2,544+161.8% |
| Participant deferral / active EE | $5,380 | $4,358+23.4% | $5,602-4.0% | $4,237+27.0% |
| Admin fee / account holder | $17 | $755-97.8% | $10,323-99.8% | $593-97.2% |