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 | $69,233 | $71,192-2.8% | $117,854-41.3% | $62,292+11.1% |
| Participation rate | 66.8% | 74.2%-7.4pp | 79.7%-12.8pp | 69.5%-2.7pp |
| Annual return | 26.56% | 18.66%+7.9pp | 335.08%-308.5pp | 28.90%-2.3pp |
| Employer contribution / active EE | $2,044 | $1,934+5.7% | $3,786-46.0% | $2,042+0.1% |
| Participant deferral / active EE | $2,084 | $3,189-34.6% | $4,482-53.5% | $3,169-34.2% |
| Admin fee / account holder | $35 | $587-94.0% | $8,020-99.6% | $479-92.7% |