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 | $102,153 | $54,320+88.1% | $67,652+51.0% | $52,331+95.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 2.87% | 6.81%-3.9pp | 6625.04%-6622.2pp | 4.54%-1.7pp |
| Employer contribution / active EE | $4,231 | $1,544+174.1% | $2,266+86.8% | $1,882+124.9% |
| Participant deferral / active EE | $3,585 | $2,950+21.5% | $3,560+0.7% | $3,022+18.6% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |