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 | $68,707 | $74,706-8.0% | $75,696-9.2% | $79,386-13.5% |
| Participation rate | 80.5% | 75.3%+5.2pp | 74.8%+5.7pp | 70.7%+9.8pp |
| Annual return | 13.02% | 18.52%-5.5pp | 104.53%-91.5pp | 116.85%-103.8pp |
| Employer contribution / active EE | $5,634 | $2,590+117.6% | $2,743+105.4% | $2,427+132.1% |
| Participant deferral / active EE | $7,472 | $3,533+111.5% | $3,821+95.5% | $4,046+84.7% |
| Admin fee / account holder | $0 | $374-99.9% | $3,619-100.0% | $626-99.9% |