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 | $696,000 | $142,344+389.0% | $119,609+481.9% | $134,475+417.6% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -18.84% | -12.44%-6.4pp | -14.97%-3.9pp | 417.96%-436.8pp |
| Employer contribution / active EE | $4,600 | $5,222-11.9% | $4,232+8.7% | $4,740-2.9% |
| Participant deferral / active EE | $7,750 | $6,469+19.8% | $5,602+38.3% | $6,400+21.1% |
| Admin fee / account holder | $120 | $13,584-99.1% | $10,323-98.8% | $11,426-98.9% |