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 | $260,847 | $106,543+144.8% | $91,220+186.0% | $134,475+94.0% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | 2.87% | 160.60%-157.7pp | 114.01%-111.1pp | 417.96%-415.1pp |
| Employer contribution / active EE | $1,759 | $3,331-47.2% | $2,850-38.3% | $4,740-62.9% |
| Participant deferral / active EE | $13,500 | $4,719+186.1% | $4,234+218.9% | $6,400+110.9% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |