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 | $443,211 | $133,922+230.9% | $116,228+281.3% | $142,382+211.3% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.6%-19.0pp | 80.1%-24.6pp |
| Annual return | 15.74% | 147.76%-132.0pp | 90.06%-74.3pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,857 | $3,446-17.1% | $2,994-4.6% | $4,299-33.5% |
| Participant deferral / active EE | $5,239 | $5,672-7.6% | $4,953+5.8% | $6,507-19.5% |
| Admin fee / account holder | $86 | $14,945-99.4% | $11,989-99.3% | $12,624-99.3% |