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 | $196,019 | $65,061+201.3% | $143,757+36.4% | $66,914+192.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -19.27% | -11.14%-8.1pp | -0.04%-19.2pp | 1.58%-20.9pp |
| Employer contribution / active EE | $3,678 | $2,361+55.8% | $4,951-25.7% | $2,544+44.6% |
| Participant deferral / active EE | $5,299 | $2,919+81.5% | $5,637-6.0% | $4,237+25.1% |
| Admin fee / account holder | $12 | $502-97.7% | $14,673-99.9% | $593-98.0% |