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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,884 | $29,369-73.2% | $77,482-89.8% | $73,409-89.3% |
| Participation rate | 95.9% | 37.9%+58.0pp | 54.2%+41.8pp | 72.2%+23.8pp |
| Annual return | -22.89% | 358.15%-381.0pp | 54.79%-77.7pp | 59.29%-82.2pp |
| Employer contribution / active EE | $178 | $406-56.1% | $986-81.9% | $2,234-92.0% |
| Participant deferral / active EE | $0 | $941-100.0% | $1,861-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $123-99.9% | $2,858-100.0% | $158-99.9% |