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 7-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 | $344,166 | $159,602+115.6% | $150,045+129.4% | $142,382+141.7% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.3%-13.1pp | 80.1%-10.9pp |
| Annual return | 18.26% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,538 | $4,961-48.8% | $4,693-45.9% | $4,299-41.0% |
| Participant deferral / active EE | $9,655 | $8,310+16.2% | $7,997+20.7% | $6,507+48.4% |
| Admin fee / account holder | $25 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |