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 9-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 | $263,757 | $180,449+46.2% | $154,107+71.2% | $135,375+94.8% |
| Participation rate | 30.0% | 87.4%-57.4pp | 83.0%-53.0pp | 82.6%-52.6pp |
| Annual return | -5.38% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,548 | $6,035-74.3% | $5,298-70.8% | $4,779-67.6% |
| Participant deferral / active EE | $7,350 | $5,806+26.6% | $5,081+44.7% | $5,609+31.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |