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 | $100,635 | $84,487+19.1% | $125,339-19.7% | $66,914+50.4% |
| Participation rate | 99.1% | 76.4%+22.7pp | 82.4%+16.8pp | 69.8%+29.3pp |
| Annual return | 4.51% | -8.39%+12.9pp | 572.05%-567.5pp | 1.58%+2.9pp |
| Employer contribution / active EE | $4,886 | $3,553+37.5% | $4,814+1.5% | $2,544+92.0% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |