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 | $69,098 | $48,230+43.3% | $67,502+2.4% | $80,856-14.5% |
| Participation rate | 60.6% | 66.4%-5.8pp | 72.9%-12.3pp | 67.6%-7.0pp |
| Annual return | 17.86% | 18.28%-0.4pp | 3512.12%-3494.3pp | 35.59%-17.7pp |
| Employer contribution / active EE | $5,337 | $2,020+164.3% | $2,731+95.4% | $2,755+93.7% |
| Participant deferral / active EE | $3,791 | $2,924+29.7% | $4,000-5.2% | $4,296-11.8% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |