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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,926 | $94,625+26.7% | $116,228+3.2% | $84,808+41.4% |
| Participation rate | 98.8% | 70.4%+28.4pp | 74.6%+24.3pp | 68.3%+30.5pp |
| Annual return | -26.14% | 20.40%-46.5pp | 90.06%-116.2pp | 40.90%-67.0pp |
| Employer contribution / active EE | $16,483 | $2,347+602.4% | $2,994+450.4% | $2,631+526.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,953-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $10,091-100.0% | $11,989-100.0% | $7,344-100.0% |