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 | $68,736 | $89,739-23.4% | $149,718-54.1% | $62,292+10.3% |
| Participation rate | 93.4% | 85.1%+8.3pp | 87.1%+6.4pp | 69.5%+23.9pp |
| Annual return | 19.07% | 21.01%-1.9pp | 1501.63%-1482.6pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,904 | $3,233-41.1% | $5,445-65.0% | $2,042-6.8% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |