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 | $349,044 | $189,613+84.1% | $167,512+108.4% | $142,382+145.1% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 13.54% | 2024.68%-2011.1pp | 1615.79%-1602.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,150 | $4,349-27.6% | $3,882-18.8% | $4,299-26.7% |
| Participant deferral / active EE | $7,500 | $6,981+7.4% | $6,405+17.1% | $6,507+15.3% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |