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 | $340,965 | $189,613+79.8% | $167,512+103.5% | $142,382+139.5% |
| Participation rate | 61.1% | 80.1%-19.0pp | 77.1%-15.9pp | 80.1%-19.0pp |
| Annual return | 15.83% | 2024.68%-2008.8pp | 1615.79%-1600.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $3,476 | $4,349-20.1% | $3,882-10.4% | $4,299-19.1% |
| Participant deferral / active EE | $12,364 | $6,981+77.1% | $6,405+93.1% | $6,507+90.0% |
| Admin fee / account holder | $11 | $10,528-99.9% | $9,769-99.9% | $12,624-99.9% |