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 | $37,956 | $68,547-44.6% | $120,354-68.5% | $80,856-53.1% |
| Participation rate | 95.7% | 61.6%+34.1pp | 71.9%+23.7pp | 67.6%+28.0pp |
| Annual return | 14.30% | 23.60%-9.3pp | 107.15%-92.9pp | 35.59%-21.3pp |
| Employer contribution / active EE | $6,326 | $2,051+208.4% | $3,463+82.7% | $2,755+129.6% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,991-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2 | $5,732-100.0% | $9,423-100.0% | $6,918-100.0% |