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 4-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 | $9,921 | $80,724-87.7% | $103,333-90.4% | $74,495-86.7% |
| Participation rate | 90.8% | 65.7%+25.1pp | 74.5%+16.3pp | 67.2%+23.6pp |
| Annual return | -81.58% | 27.56%-109.1pp | 24.88%-106.5pp | 1364.94%-1446.5pp |
| Employer contribution / active EE | $8,697 | $3,157+175.4% | $3,868+124.8% | $2,623+231.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |