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 | $99,061 | $70,879+39.8% | $189,557-47.7% | $79,386+24.8% |
| Participation rate | 63.2% | 68.0%-4.8pp | 78.4%-15.3pp | 70.7%-7.5pp |
| Annual return | 16.98% | 20.70%-3.7pp | 64.17%-47.2pp | 116.85%-99.9pp |
| Employer contribution / active EE | $4,100 | $1,806+127.0% | $4,412-7.1% | $2,427+68.9% |
| Participant deferral / active EE | $8,385 | $4,081+105.4% | $6,174+35.8% | $4,046+107.3% |
| Admin fee / account holder | $0 | $647-99.9% | $9,807-100.0% | $626-99.9% |