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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,867 | $61,156-51.2% | $185,823-83.9% | $79,386-62.4% |
| Participation rate | 62.5% | 66.6%-4.1pp | 81.7%-19.2pp | 70.7%-8.2pp |
| Annual return | 11.24% | 19.45%-8.2pp | 122.05%-110.8pp | 116.85%-105.6pp |
| Employer contribution / active EE | $952 | $2,321-59.0% | $5,167-81.6% | $2,427-60.8% |
| Participant deferral / active EE | $988 | $2,789-64.6% | $5,568-82.3% | $4,046-75.6% |
| Admin fee / account holder | $44 | $710-93.8% | $16,237-99.7% | $626-92.9% |