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 | $69,040 | $52,406+31.7% | $129,207-46.6% | $74,495-7.3% |
| Participation rate | 41.8% | 53.8%-12.0pp | 69.6%-27.8pp | 67.2%-25.4pp |
| Annual return | 12.29% | 15.66%-3.4pp | 9417.33%-9405.0pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,468 | $2,794-11.7% | $4,168-40.8% | $4,346-43.2% |
| Admin fee / account holder | $2 | $2,633-99.9% | $7,715-100.0% | $1,942-99.9% |