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 | $38,808 | $52,884-26.6% | $84,750-54.2% | $55,167-29.7% |
| Participation rate | 98.9% | 67.5%+31.4pp | 76.6%+22.3pp | 69.0%+29.9pp |
| Annual return | 3.43% | 18.03%-14.6pp | 22.78%-19.4pp | 169.23%-165.8pp |
| Employer contribution / active EE | $3,533 | $2,233+58.2% | $3,574-1.2% | $1,963+80.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |