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 | $212,613 | $86,225+146.6% | $146,665+45.0% | $86,799+144.9% |
| Participation rate | 56.8% | 78.0%-21.1pp | 80.1%-23.2pp | 72.3%-15.5pp |
| Annual return | 14.97% | 31.23%-16.3pp | 22.74%-7.8pp | 97.91%-82.9pp |
| Employer contribution / active EE | $2,034 | $2,392-14.9% | $4,136-50.8% | $2,405-15.4% |
| Participant deferral / active EE | $6,018 | $4,245+41.8% | $5,506+9.3% | $4,131+45.7% |
| Admin fee / account holder | $0 | $195-100.0% | $10,280-100.0% | $170-100.0% |