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 | $50,832 | $59,417-14.4% | $93,606-45.7% | $74,495-31.8% |
| Participation rate | 69.5% | 59.7%+9.8pp | 68.7%+0.8pp | 67.2%+2.3pp |
| Annual return | 19.13% | 81.83%-62.7pp | 133.20%-114.1pp | 1364.94%-1345.8pp |
| Employer contribution / active EE | $2,542 | $1,264+101.2% | $2,420+5.1% | $2,623-3.1% |
| Participant deferral / active EE | $3,928 | $3,050+28.8% | $4,411-11.0% | $4,346-9.6% |
| Admin fee / account holder | $34 | $3,021-98.9% | $8,285-99.6% | $1,942-98.3% |