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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,203 | $65,322+336.6% | $70,449+304.8% | $73,488+288.1% |
| Participation rate | 22.3% | 77.0%-54.6pp | 75.1%-52.7pp | 70.7%-48.3pp |
| Annual return | 16.53% | 15.71%+0.8pp | 109.03%-92.5pp | 28.51%-12.0pp |
| Employer contribution / active EE | $895 | $2,460-63.6% | $2,737-67.3% | $2,270-60.6% |
| Participant deferral / active EE | $3,508 | $3,375+3.9% | $3,709-5.4% | $3,740-6.2% |
| Admin fee / account holder | $9 | $214-95.7% | $3,845-99.8% | $513-98.2% |