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 5-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 | $304,170 | $95,266+219.3% | $82,389+269.2% | $142,382+113.6% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 21.01% | 25.74%-4.7pp | 28.67%-7.7pp | 217.08%-196.1pp |
| Employer contribution / active EE | $667 | $2,991-77.7% | $2,517-73.5% | $4,299-84.5% |
| Participant deferral / active EE | $7,497 | $4,809+55.9% | $4,155+80.4% | $6,507+15.2% |
| Admin fee / account holder | $20 | $8,563-99.8% | $7,231-99.7% | $12,624-99.8% |