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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,060 | $74,024-66.1% | $77,999-67.9% | $57,658-56.5% |
| Participation rate | 93.0% | 79.7%+13.3pp | 75.5%+17.5pp | 70.2%+22.8pp |
| Annual return | 77.91% | 12.14%+65.8pp | 425.96%-348.1pp | 5.13%+72.8pp |
| Employer contribution / active EE | $2,501 | $2,365+5.8% | $2,470+1.3% | $1,974+26.7% |
| Participant deferral / active EE | $4,243 | $3,533+20.1% | $3,497+21.3% | $3,061+38.6% |
| Admin fee / account holder | $180 | $93+93.5% | $5,480-96.7% | $95+90.8% |