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 | $262,542 | $177,572+47.9% | $154,803+69.6% | $142,382+84.4% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 12.71% | 65.07%-52.4pp | 58.88%-46.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $11,853 | $4,810+146.4% | $4,305+175.3% | $4,299+175.7% |
| Participant deferral / active EE | $5,022 | $6,272-19.9% | $5,540-9.4% | $6,507-22.8% |
| Admin fee / account holder | $3 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |