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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $516,319 | $86,944+493.9% | $107,525+380.2% | $74,304+594.9% |
| Participation rate | 98.7% | 59.6%+39.1pp | 75.1%+23.6pp | 60.3%+38.3pp |
| Annual return | 33.17% | 23.52%+9.7pp | 181.32%-148.1pp | 29.43%+3.7pp |
| Employer contribution / active EE | $18,243 | $2,757+561.8% | $3,754+386.0% | $2,241+714.0% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |