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 | $29,787 | $57,108-47.8% | $94,224-68.4% | $52,331-43.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 1.41% | 1.47%-0.1pp | 10.68%-9.3pp | 4.54%-3.1pp |
| Employer contribution / active EE | $835 | $1,735-51.9% | $3,587-76.7% | $1,882-55.6% |
| Participant deferral / active EE | $3,885 | $3,040+27.8% | $4,320-10.1% | $3,022+28.6% |
| Admin fee / account holder | $174 | $546-68.3% | $6,269-97.2% | $592-70.7% |