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 8-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 | $166,212 | $69,763+138.3% | $67,502+146.2% | $74,495+123.1% |
| Participation rate | 45.3% | 71.4%-26.1pp | 72.9%-27.6pp | 67.2%-21.9pp |
| Annual return | 18.38% | -40.34%+58.7pp | 3512.12%-3493.7pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $3,682 | $2,704+36.2% | $2,731+34.8% | $2,623+40.4% |
| Participant deferral / active EE | $1,514 | $3,636-58.4% | $4,000-62.1% | $4,346-65.2% |
| Admin fee / account holder | $0 | $896-100.0% | $3,998-100.0% | $1,942-100.0% |