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 | $16,589 | $75,183-77.9% | $123,892-86.6% | $55,167-69.9% |
| Participation rate | 98.9% | 72.8%+26.1pp | 81.4%+17.5pp | 69.0%+29.9pp |
| Annual return | -2.83% | 19.01%-21.8pp | 47.52%-50.4pp | 169.23%-172.1pp |
| Employer contribution / active EE | $3,682 | $2,823+30.4% | $4,617-20.2% | $1,963+87.6% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |