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 | $37,204 | $81,474-54.3% | $133,956-72.2% | $73,488-49.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 12.12% | 19.40%-7.3pp | 45.09%-33.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $985 | $2,209-55.4% | $3,919-74.9% | $2,270-56.6% |
| Participant deferral / active EE | $4,126 | $3,786+9.0% | $5,048-18.3% | $3,740+10.3% |
| Admin fee / account holder | $186 | $713-74.0% | $8,927-97.9% | $513-63.8% |