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 | $315,806 | $104,907+201.0% | $84,611+273.2% | $152,861+106.6% |
| Participation rate | 16.7% | 74.8%-58.2pp | 68.2%-51.6pp | 82.4%-65.8pp |
| Annual return | 44.43% | 373.79%-329.4pp | 258.74%-214.3pp | 345.32%-300.9pp |
| Employer contribution / active EE | $1,867 | $3,302-43.5% | $2,652-29.6% | $4,762-60.8% |
| Participant deferral / active EE | $4,167 | $4,688-11.1% | $3,899+6.9% | $5,850-28.8% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |