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 | $43,260 | $65,557-34.0% | $64,056-32.5% | $71,457-39.5% |
| Participation rate | 78.8% | 73.2%+5.6pp | 72.3%+6.5pp | 67.9%+10.9pp |
| Annual return | 18.93% | 18.94%0pp | 33.69%-14.8pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,763 | $2,669-34.0% | $2,747-35.8% | $2,588-31.9% |
| Participant deferral / active EE | $3,919 | $3,626+8.1% | $3,880+1.0% | $4,289-8.6% |
| Admin fee / account holder | $10 | $616-98.4% | $3,068-99.7% | $1,587-99.4% |