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 | $615,458 | $81,248+657.5% | $155,509+295.8% | $80,856+661.2% |
| Participation rate | 10.3% | 66.2%-55.9pp | 78.2%-67.8pp | 67.6%-57.3pp |
| Annual return | 26.43% | 33.31%-6.9pp | 64.67%-38.2pp | 35.59%-9.2pp |
| Employer contribution / active EE | $492 | $3,100-84.1% | $4,672-89.5% | $2,755-82.2% |
| Participant deferral / active EE | $1,569 | $3,452-54.5% | $5,626-72.1% | $4,296-63.5% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |