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 | $33,500 | $53,777-37.7% | $134,143-75.0% | $79,858-58.1% |
| Participation rate | 51.6% | 58.8%-7.1pp | 72.2%-20.5pp | 69.6%-18.0pp |
| Annual return | 42.90% | 19.01%+23.9pp | 36.33%+6.6pp | 31.71%+11.2pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,436 | $2,420+42.0% | $3,499-1.8% | $3,740-8.1% |
| Admin fee / account holder | $67 | $3,984-98.3% | $6,684-99.0% | $5,306-98.7% |