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 | $718,450 | $112,881+536.5% | $90,951+689.9% | $158,922+352.1% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 21.49% | 215.79%-194.3pp | 134.60%-113.1pp | 302.83%-281.3pp |
| Employer contribution / active EE | $14,480 | $2,893+400.5% | $2,122+582.4% | $4,761+204.1% |
| Participant deferral / active EE | $13,000 | $4,128+215.0% | $3,373+285.4% | $5,982+117.3% |
| Admin fee / account holder | $255 | $8,041-96.8% | $5,959-95.7% | $11,246-97.7% |