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 | $51,967 | $100,923-48.5% | $150,045-65.4% | $74,304-30.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 15.64% | 51.77%-36.1pp | 62.55%-46.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $4,982 | $3,463+43.8% | $4,693+6.1% | $2,241+122.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $1 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |