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 6-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 | $73,927 | $52,670+40.4% | $90,404-18.2% | $73,409+0.7% |
| Participation rate | 55.0% | 67.7%-12.7pp | 72.7%-17.7pp | 72.2%-17.2pp |
| Annual return | 18.87% | 20.70%-1.8pp | 1293.02%-1274.1pp | 59.29%-40.4pp |
| Employer contribution / active EE | $357 | $1,872-80.9% | $3,262-89.1% | $2,234-84.0% |
| Participant deferral / active EE | $4,439 | $2,807+58.1% | $3,963+12.0% | $3,805+16.6% |
| Admin fee / account holder | $39 | $117-66.4% | $5,611-99.3% | $158-75.1% |