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 | $25,610 | $63,745-59.8% | $98,442-74.0% | $79,386-67.7% |
| Participation rate | 54.5% | 69.9%-15.4pp | 73.3%-18.8pp | 70.7%-16.2pp |
| Annual return | 19.64% | 625.80%-606.2pp | 1492.73%-1473.1pp | 116.85%-97.2pp |
| Employer contribution / active EE | $1,799 | $2,557-29.6% | $2,960-39.2% | $2,427-25.9% |
| Participant deferral / active EE | $3,373 | $3,303+2.1% | $4,276-21.1% | $4,046-16.6% |
| Admin fee / account holder | $15 | $516-97.0% | $5,949-99.7% | $626-97.5% |