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 | $21,566 | $69,763-69.1% | $67,502-68.1% | $74,495-71.0% |
| Participation rate | 64.4% | 71.4%-6.9pp | 72.9%-8.4pp | 67.2%-2.8pp |
| Annual return | 12.21% | -40.34%+52.5pp | 3512.12%-3499.9pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $2,576 | $2,704-4.7% | $2,731-5.7% | $2,623-1.8% |
| Participant deferral / active EE | $1,292 | $3,636-64.5% | $4,000-67.7% | $4,346-70.3% |
| Admin fee / account holder | $9 | $896-99.0% | $3,998-99.8% | $1,942-99.5% |