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 | $12,358 | $71,883-82.8% | $86,677-85.7% | $68,494-82.0% |
| Participation rate | 98.9% | 72.2%+26.6pp | 76.6%+22.3pp | 67.9%+31.0pp |
| Annual return | -27.13% | 3.52%-30.7pp | 35.91%-63.0pp | -7.84%-19.3pp |
| Employer contribution / active EE | $1,005 | $2,173-53.8% | $2,836-64.6% | $2,596-61.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,493-100.0% | $5,403-100.0% |