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 | $408,899 | $109,327+274.0% | $89,391+357.4% | $158,922+157.3% |
| Participation rate | 33.3% | 74.3%-40.9pp | 68.0%-34.6pp | 82.0%-48.6pp |
| Annual return | 22.93% | 345.68%-322.8pp | 245.62%-222.7pp | 302.83%-279.9pp |
| Employer contribution / active EE | $2,940 | $3,170-7.2% | $2,586+13.7% | $4,761-38.3% |
| Participant deferral / active EE | $3,675 | $4,598-20.1% | $3,890-5.5% | $5,982-38.6% |
| Admin fee / account holder | $60 | $6,153-99.0% | $4,881-98.8% | $11,246-99.5% |