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 5-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 | $65,413 | $78,044-16.2% | $91,220-28.3% | $78,044-16.2% |
| Participation rate | 29.9% | 74.4%-44.6pp | 73.2%-43.3pp | 74.4%-44.6pp |
| Annual return | -13.46% | 10.87%-24.3pp | 114.01%-127.5pp | 10.87%-24.3pp |
| Employer contribution / active EE | $0 | $3,125-100.0% | $2,850-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $1,846 | $5,084-63.7% | $4,234-56.4% | $5,084-63.7% |
| Admin fee / account holder | $0 | $79-100.0% | $5,420-100.0% | $79-100.0% |