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 | $394,637 | $209,411+88.5% | $178,490+121.1% | $158,922+148.3% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 39.99% | 188.75%-148.8pp | 151.07%-111.1pp | 302.83%-262.8pp |
| Employer contribution / active EE | $1,366 | $5,706-76.1% | $5,011-72.7% | $4,761-71.3% |
| Participant deferral / active EE | $3,909 | $5,954-34.4% | $5,202-24.9% | $5,982-34.7% |
| Admin fee / account holder | $57 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |