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 | $354,940 | $114,381+210.3% | $107,525+230.1% | $142,382+149.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.1%-25.1pp | 80.1%-30.1pp |
| Annual return | 18.90% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $980 | $4,015-75.6% | $3,754-73.9% | $4,299-77.2% |
| Participant deferral / active EE | $14,538 | $5,564+161.3% | $5,116+184.2% | $6,507+123.4% |
| Admin fee / account holder | $276 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |