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.
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 | $17,277 | $116,875-85.2% | $146,762-88.2% | $116,875-85.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 81.7%+18.3pp | 74.5%+25.5pp |
| Annual return | 2.93% | 16.29%-13.4pp | -2.96%+5.9pp | 16.29%-13.4pp |
| Employer contribution / active EE | $2,198 | $3,288-33.2% | $3,453-36.3% | $3,288-33.2% |
| Participant deferral / active EE | $0 | $3,885-100.0% | $3,550-100.0% | $3,885-100.0% |
| Admin fee / account holder | $71 | $12,263-99.4% | $14,221-99.5% | $12,263-99.4% |