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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,990 | $98,982-33.3% | $162,163-59.3% | $65,185+1.2% |
| Participation rate | 99.2% | 85.8%+13.4pp | 87.6%+11.7pp | 70.2%+29.0pp |
| Annual return | 5.49% | 24.84%-19.4pp | 115.59%-110.1pp | 29.38%-23.9pp |
| Employer contribution / active EE | $6,919 | $3,467+99.6% | $5,614+23.3% | $2,177+217.9% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |