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 | $262,226 | $124,281+111.0% | $109,143+140.3% | $167,490+56.6% |
| Participation rate | 68.8% | 79.4%-10.7pp | 75.9%-7.1pp | 82.1%-13.4pp |
| Annual return | 9.89% | 26.04%-16.1pp | 25.75%-15.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $1,963 | $4,207-53.3% | $3,722-47.2% | $4,837-59.4% |
| Participant deferral / active EE | $5,732 | $5,255+9.1% | $4,653+23.2% | $6,341-9.6% |
| Admin fee / account holder | $99 | $7,970-98.8% | $6,752-98.5% | $12,309-99.2% |