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 | $117,587 | $138,347-15.0% | $184,203-36.2% | $80,856+45.4% |
| Participation rate | 99.0% | 83.9%+15.1pp | 86.8%+12.2pp | 67.6%+31.3pp |
| Annual return | 7.28% | 20.02%-12.7pp | 28.81%-21.5pp | 35.59%-28.3pp |
| Employer contribution / active EE | $4,356 | $4,850-10.2% | $6,427-32.2% | $2,755+58.1% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |