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 | $566,209 | $104,907+439.7% | $84,611+569.2% | $152,861+270.4% |
| Participation rate | 50.0% | 74.8%-24.8pp | 68.2%-18.2pp | 82.4%-32.4pp |
| Annual return | 32.57% | 373.79%-341.2pp | 258.74%-226.2pp | 345.32%-312.7pp |
| Employer contribution / active EE | $4,750 | $3,302+43.9% | $2,652+79.1% | $4,762-0.3% |
| Participant deferral / active EE | $12,500 | $4,688+166.7% | $3,899+220.6% | $5,850+113.7% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |