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 7-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 | $14,942 | $34,934-57.2% | $56,411-73.5% | $74,495-79.9% |
| Participation rate | 37.7% | 32.8%+4.9pp | 52.5%-14.7pp | 67.2%-29.5pp |
| Annual return | 15.72% | 25.94%-10.2pp | 1701.33%-1685.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $863 | $609+41.7% | $1,039-16.9% | $2,623-67.1% |
| Participant deferral / active EE | $1,167 | $1,170-0.3% | $1,952-40.2% | $4,346-73.1% |
| Admin fee / account holder | $38 | $2,364-98.4% | $2,829-98.7% | $1,942-98.0% |