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 | $89,264 | $101,317-11.9% | $146,958-39.3% | $74,495+19.8% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.0pp | 67.2%+31.0pp |
| Annual return | 22.85% | 8730.91%-8708.1pp | 418.34%-395.5pp | 1364.94%-1342.1pp |
| Employer contribution / active EE | $5,786 | $3,810+51.8% | $4,933+17.3% | $2,623+120.6% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $1,739-99.9% | $12,998-100.0% | $1,942-99.9% |