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 | $71,130 | $50,666+40.4% | $76,817-7.4% | $65,185+9.1% |
| Participation rate | 55.9% | 68.8%-13.0pp | 72.1%-16.2pp | 70.2%-14.3pp |
| Annual return | 20.58% | 28.51%-7.9pp | 1166.11%-1145.5pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,706 | $1,575+8.3% | $2,302-25.9% | $2,177-21.6% |
| Participant deferral / active EE | $3,914 | $2,647+47.9% | $3,336+17.3% | $3,514+11.4% |
| Admin fee / account holder | $85 | $463-81.7% | $6,420-98.7% | $847-90.0% |