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 | $243,187 | $76,050+219.8% | $96,544+151.9% | $71,457+240.3% |
| Participation rate | 96.1% | 74.4%+21.7pp | 76.0%+20.1pp | 67.9%+28.2pp |
| Annual return | 4.68% | 22.81%-18.1pp | 25.84%-21.2pp | 28.85%-24.2pp |
| Employer contribution / active EE | $7,359 | $2,244+227.9% | $2,965+148.2% | $2,588+184.4% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |