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 | $52,226 | $31,310+66.8% | $53,898-3.1% | $74,304-29.7% |
| Participation rate | 56.0% | 30.7%+25.4pp | 55.0%+1.1pp | 60.3%-4.3pp |
| Annual return | 18.02% | 23.16%-5.1pp | 528.60%-510.6pp | 29.43%-11.4pp |
| Employer contribution / active EE | $806 | $450+79.3% | $932-13.5% | $2,241-64.0% |
| Participant deferral / active EE | $2,112 | $934+126.0% | $1,826+15.6% | $3,767-44.0% |
| Admin fee / account holder | $196 | $2,175-91.0% | $2,491-92.1% | $2,969-93.4% |