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 | $540,641 | $96,305+461.4% | $80,569+571.0% | $139,434+287.7% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 21.44% | 1350.08%-1328.6pp | 935.43%-914.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $3,293 | $3,262+1.0% | $2,723+20.9% | $4,751-30.7% |
| Participant deferral / active EE | $4,117 | $5,232-21.3% | $4,447-7.4% | $6,710-38.7% |
| Admin fee / account holder | $120 | $6,599-98.2% | $5,377-97.8% | $11,403-98.9% |