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 | $2,670,873 | $118,450+2154.9% | $98,439+2613.2% | $139,434+1815.5% |
| Participation rate | 12.5% | 77.4%-64.9pp | 75.2%-62.7pp | 80.3%-67.8pp |
| Annual return | 13.99% | 18.94%-4.9pp | 21.16%-7.2pp | 372.94%-359.0pp |
| Employer contribution / active EE | $5,438 | $3,609+50.7% | $3,048+78.4% | $4,751+14.5% |
| Participant deferral / active EE | $3,750 | $5,392-30.5% | $4,738-20.8% | $6,710-44.1% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |