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 | $50,821 | $60,323-15.8% | $81,812-37.9% | $74,495-31.8% |
| Participation rate | 55.8% | 62.9%-7.1pp | 72.3%-16.6pp | 67.2%-11.4pp |
| Annual return | 14.09% | 16.90%-2.8pp | 773.79%-759.7pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,686 | $2,620-35.6% | $2,912-42.1% | $2,623-35.7% |
| Participant deferral / active EE | $3,658 | $3,387+8.0% | $4,319-15.3% | $4,346-15.8% |
| Admin fee / account holder | $33 | $1,486-97.8% | $7,386-99.6% | $1,942-98.3% |