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 | $298,149 | $109,327+172.7% | $89,391+233.5% | $158,922+87.6% |
| Participation rate | 22.2% | 74.3%-52.0pp | 68.0%-45.8pp | 82.0%-59.7pp |
| Annual return | 10.16% | 345.68%-335.5pp | 245.62%-235.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,141 | $3,170-64.0% | $2,586-55.9% | $4,761-76.0% |
| Participant deferral / active EE | $2,297 | $4,598-50.1% | $3,890-41.0% | $5,982-61.6% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |