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 | $147,477 | $71,516+106.2% | $98,439+49.8% | $71,457+106.4% |
| Participation rate | 65.6% | 72.7%-7.1pp | 75.2%-9.6pp | 67.9%-2.3pp |
| Annual return | 26.42% | 32.41%-6.0pp | 21.16%+5.3pp | 28.85%-2.4pp |
| Employer contribution / active EE | $1,117 | $2,399-53.4% | $3,048-63.4% | $2,588-56.8% |
| Participant deferral / active EE | $3,918 | $4,109-4.6% | $4,738-17.3% | $4,289-8.7% |
| Admin fee / account holder | $57 | $1,675-96.6% | $8,948-99.4% | $1,587-96.4% |