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 | $310,298 | $74,888+314.3% | $71,209+335.8% | $142,382+117.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 15.16% | 345.14%-330.0pp | 282.51%-267.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,506 | $2,854+92.9% | $2,721+102.4% | $4,299+28.1% |
| Participant deferral / active EE | $10,333 | $4,454+132.0% | $4,175+147.5% | $6,507+58.8% |
| Admin fee / account holder | $82 | $5,568-98.5% | $5,349-98.5% | $12,624-99.3% |