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 | $1,395,581 | $159,602+774.4% | $150,045+830.1% | $142,382+880.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 21.50% | 70.24%-48.7pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $16,321 | $4,961+229.0% | $4,693+247.8% | $4,299+279.6% |
| Participant deferral / active EE | $12,168 | $8,310+46.4% | $7,997+52.2% | $6,507+87.0% |
| Admin fee / account holder | $31 | $14,846-99.8% | $13,435-99.8% | $12,624-99.8% |