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 6-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 | $5,071 | $101,523-95.0% | $141,162-96.4% | $77,787-93.5% |
| Participation rate | 77.9% | 77.4%+0.5pp | 82.5%-4.6pp | 73.2%+4.7pp |
| Annual return | -76.52% | 56.22%-132.7pp | 71.39%-147.9pp | 32.57%-109.1pp |
| Employer contribution / active EE | $1,741 | $3,341-47.9% | $4,735-63.2% | $2,504-30.5% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $75 | $92-18.5% | $10,261-99.3% | $100-25.4% |