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 9-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 | $84,409 | $100,923-16.4% | $150,045-43.7% | $74,304+13.6% |
| Participation rate | 69.0% | 70.1%-1.1pp | 82.3%-13.3pp | 60.3%+8.7pp |
| Annual return | 23.97% | 51.77%-27.8pp | 62.55%-38.6pp | 29.43%-5.5pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $12,759 | $6,709+90.2% | $7,997+59.5% | $3,767+238.7% |
| Admin fee / account holder | $24 | $2,767-99.1% | $13,435-99.8% | $2,969-99.2% |