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 | $51,172 | $61,156-16.3% | $185,823-72.5% | $79,386-35.5% |
| Participation rate | 56.2% | 66.6%-10.4pp | 81.7%-25.5pp | 70.7%-14.5pp |
| Annual return | 16.26% | 19.45%-3.2pp | 122.05%-105.8pp | 116.85%-100.6pp |
| Employer contribution / active EE | $912 | $2,321-60.7% | $5,167-82.4% | $2,427-62.4% |
| Participant deferral / active EE | $1,814 | $2,789-34.9% | $5,568-67.4% | $4,046-55.2% |
| Admin fee / account holder | $14 | $710-98.1% | $16,237-99.9% | $626-97.8% |