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 | $610,881 | $154,117+296.4% | $129,995+369.9% | $139,434+338.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 17.81% | 32.48%-14.7pp | -137.18%+155.0pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,368 | $5,289-74.1% | $4,320-68.3% | $4,751-71.2% |
| Participant deferral / active EE | $3,749 | $6,710-44.1% | $5,820-35.6% | $6,710-44.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |