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 | $36,111 | $51,466-29.8% | $78,778-54.2% | $62,292-42.0% |
| Participation rate | 56.3% | 59.8%-3.5pp | 69.2%-12.9pp | 69.5%-13.3pp |
| Annual return | 21.42% | 19.96%+1.5pp | 35.62%-14.2pp | 28.90%-7.5pp |
| Employer contribution / active EE | $231 | $827-72.1% | $1,986-88.4% | $2,042-88.7% |
| Participant deferral / active EE | $1,508 | $2,147-29.8% | $2,958-49.0% | $3,169-52.4% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |