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 | $63,122 | $84,487-25.3% | $125,339-49.6% | $66,914-5.7% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.1pp | 69.8%+29.6pp |
| Annual return | 2.07% | -8.39%+10.5pp | 572.05%-570.0pp | 1.58%+0.5pp |
| Employer contribution / active EE | $5,172 | $3,553+45.6% | $4,814+7.5% | $2,544+103.3% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $685-99.9% | $10,010-100.0% | $593-99.9% |