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 | $33,044 | $56,640-41.7% | $80,975-59.2% | $57,658-42.7% |
| Participation rate | 78.5% | 75.9%+2.6pp | 75.8%+2.6pp | 70.2%+8.2pp |
| Annual return | 6.30% | 19.97%-13.7pp | 17.10%-10.8pp | 5.13%+1.2pp |
| Employer contribution / active EE | $2,115 | $2,085+1.5% | $3,714-43.0% | $1,974+7.2% |
| Participant deferral / active EE | $2,283 | $4,944-53.8% | $5,696-59.9% | $3,061-25.4% |
| Admin fee / account holder | $27 | $87-68.7% | $5,516-99.5% | $95-71.2% |