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 | $30,500 | $60,989-50.0% | $60,874-49.9% | $66,914-54.4% |
| Participation rate | 76.8% | 74.5%+2.4pp | 73.1%+3.7pp | 69.8%+7.0pp |
| Annual return | -13.01% | -9.60%-3.4pp | 16.90%-29.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $1,452 | $2,661-45.4% | $2,701-46.2% | $2,544-42.9% |
| Participant deferral / active EE | $3,164 | $3,615-12.5% | $3,817-17.1% | $4,237-25.3% |
| Admin fee / account holder | $10 | $338-97.0% | $3,224-99.7% | $593-98.3% |