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 | $49,216 | $59,805-17.7% | $79,550-38.1% | $68,494-28.1% |
| Participation rate | 98.9% | 61.1%+37.9pp | 69.5%+29.5pp | 67.9%+31.1pp |
| Annual return | 5.05% | -12.30%+17.4pp | 0.16%+4.9pp | -7.84%+12.9pp |
| Employer contribution / active EE | $4,343 | $1,505+188.6% | $2,413+80.0% | $2,596+67.3% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $6,832-100.0% | $5,403-100.0% |