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 | $64,206 | $74,089-13.3% | $133,980-52.1% | $55,167+16.4% |
| Participation rate | 88.2% | 84.3%+3.9pp | 87.1%+1.1pp | 69.0%+19.2pp |
| Annual return | 17.44% | 12.11%+5.3pp | 29.30%-11.9pp | 169.23%-151.8pp |
| Employer contribution / active EE | $1,807 | $3,064-41.0% | $5,211-65.3% | $1,963-7.9% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |