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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $363,168 | $185,822+95.4% | $169,993+113.6% | $139,434+160.5% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 22.33% | 60.50%-38.2pp | 53.37%-31.0pp | 372.94%-350.6pp |
| Employer contribution / active EE | $2,260 | $7,590-70.2% | $6,785-66.7% | $4,751-52.4% |
| Participant deferral / active EE | $6,254 | $11,622-46.2% | $10,408-39.9% | $6,710-6.8% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |