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 | $91,572 | $69,763+31.3% | $67,502+35.7% | $74,495+22.9% |
| Participation rate | 41.2% | 71.4%-30.2pp | 72.9%-31.7pp | 67.2%-26.0pp |
| Annual return | 12.76% | -40.34%+53.1pp | 3512.12%-3499.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $1,175 | $2,704-56.5% | $2,731-57.0% | $2,623-55.2% |
| Participant deferral / active EE | $2,542 | $3,636-30.1% | $4,000-36.4% | $4,346-41.5% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |