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 | $362,577 | $227,553+59.3% | $189,557+91.3% | $167,490+116.5% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.4%-22.9pp | 82.1%-26.5pp |
| Annual return | 27.29% | 78.40%-51.1pp | 64.17%-36.9pp | 478.56%-451.3pp |
| Employer contribution / active EE | $3,518 | $5,316-33.8% | $4,412-20.3% | $4,837-27.3% |
| Participant deferral / active EE | $6,459 | $7,002-7.8% | $6,174+4.6% | $6,341+1.9% |
| Admin fee / account holder | $1 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |