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 | $45,381 | $65,561-30.8% | $91,541-50.4% | $74,304-38.9% |
| Participation rate | 99.5% | 56.6%+42.9pp | 69.8%+29.8pp | 60.3%+39.2pp |
| Annual return | 2.99% | 17.68%-14.7pp | 20.50%-17.5pp | 29.43%-26.4pp |
| Employer contribution / active EE | $4,202 | $1,717+144.8% | $2,505+67.8% | $2,241+87.5% |
| Participant deferral / active EE | $0 | $2,918-100.0% | $4,008-100.0% | $3,767-100.0% |
| Admin fee / account holder | $106 | $3,333-96.8% | $6,956-98.5% | $2,969-96.4% |