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 | $344,474 | $104,974+228.2% | $95,585+260.4% | $142,382+141.9% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 14.62% | 210.33%-195.7pp | 38.56%-23.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,965 | $2,779-29.3% | $2,527-22.2% | $4,299-54.3% |
| Participant deferral / active EE | $9,784 | $4,352+124.8% | $4,023+143.2% | $6,507+50.4% |
| Admin fee / account holder | $279 | $6,386-95.6% | $6,127-95.5% | $12,624-97.8% |