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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,562 | $51,045-79.3% | $70,515-85.0% | $71,457-85.2% |
| Participation rate | 98.5% | 59.4%+39.1pp | 68.3%+30.2pp | 67.9%+30.6pp |
| Annual return | 9.46% | 42.63%-33.2pp | 32.77%-23.3pp | 28.85%-19.4pp |
| Employer contribution / active EE | $1,211 | $1,790-32.4% | $2,973-59.3% | $2,588-53.2% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,567-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,994-100.0% | $6,412-100.0% | $1,587-100.0% |