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 | $71,311 | $79,523-10.3% | $140,016-49.1% | $56,287+26.7% |
| Participation rate | 95.1% | 85.7%+9.4pp | 87.5%+7.6pp | 69.9%+25.2pp |
| Annual return | 12.38% | 2.39%+10.0pp | 651.12%-638.7pp | -9.96%+22.3pp |
| Employer contribution / active EE | $1,961 | $3,350-41.5% | $5,606-65.0% | $2,111-7.1% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |