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 | $51,599 | $63,053-18.2% | $86,188-40.1% | - |
| Participation rate | 99.0% | 59.8%+39.2pp | 69.0%+30.0pp | - |
| Annual return | 10.70% | 12.64%-1.9pp | 1168.45%-1157.8pp | - |
| Employer contribution / active EE | $7,475 | $1,503+397.5% | $2,380+214.0% | - |
| Participant deferral / active EE | $0 | $3,288-100.0% | $3,985-100.0% | - |
| Admin fee / account holder | $0 | $4,609-100.0% | $6,852-100.0% | - |