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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $636,609 | $167,484+280.1% | $151,611+319.9% | $134,475+373.4% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.5%-62.5pp | 81.2%-56.2pp |
| Annual return | 1.11% | 7.80%-6.7pp | 3.33%-2.2pp | 417.96%-416.9pp |
| Employer contribution / active EE | $884 | $6,829-87.1% | $6,166-85.7% | $4,740-81.3% |
| Participant deferral / active EE | $6,750 | $8,986-24.9% | $8,363-19.3% | $6,400+5.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |