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 | $16,404 | $59,107-72.2% | $86,436-81.0% | $68,494-76.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | 2.41% | -0.23%+2.6pp | 4394.89%-4392.5pp | -7.84%+10.3pp |
| Employer contribution / active EE | $376 | $2,519-85.1% | $3,769-90.0% | $2,596-85.5% |
| Participant deferral / active EE | $0 | $5,901-100.0% | $6,952-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,637-100.0% | $6,731-100.0% | $5,403-100.0% |