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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,371 | $66,601-91.9% | $92,893-94.2% | $67,579-92.1% |
| Participation rate | 99.0% | 72.5%+26.5pp | 76.0%+23.0pp | 71.3%+27.8pp |
| Annual return | 0.49% | 92.58%-92.1pp | 109.41%-108.9pp | 378.56%-378.1pp |
| Employer contribution / active EE | $1,613 | $2,775-41.9% | $3,653-55.8% | $2,148-24.9% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |