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 | $57,085 | $69,763-18.2% | $67,502-15.4% | $74,495-23.4% |
| Participation rate | 78.4% | 71.4%+7.1pp | 72.9%+5.6pp | 67.2%+11.2pp |
| Annual return | 14.91% | -40.34%+55.3pp | 3512.12%-3497.2pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,850 | $2,704-31.6% | $2,731-32.3% | $2,623-29.5% |
| Participant deferral / active EE | $4,359 | $3,636+19.9% | $4,000+9.0% | $4,346+0.3% |
| Admin fee / account holder | $10 | $896-98.9% | $3,998-99.8% | $1,942-99.5% |