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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,866 | $96,018+23.8% | $65,493+81.5% | $85,563+38.9% |
| Participation rate | 51.1% | 74.8%-23.7pp | 73.1%-22.0pp | 66.0%-14.8pp |
| Annual return | 11.76% | 14.51%-2.7pp | 982.45%-970.7pp | 31.51%-19.8pp |
| Employer contribution / active EE | $2,293 | $3,235-29.1% | $2,574-10.9% | $2,654-13.6% |
| Participant deferral / active EE | $2,607 | $4,055-35.7% | $3,961-34.2% | $4,375-40.4% |
| Admin fee / account holder | $134 | $271-50.4% | $5,028-97.3% | $834-83.9% |