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 3-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 | $407,393 | $148,534+174.3% | $135,903+199.8% | $139,434+192.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 31.02% | 79.19%-48.2pp | 68.23%-37.2pp | 372.94%-341.9pp |
| Employer contribution / active EE | $12,667 | $5,243+141.6% | $4,856+160.8% | $4,751+166.6% |
| Participant deferral / active EE | $14,000 | $8,100+72.8% | $7,758+80.5% | $6,710+108.6% |
| Admin fee / account holder | $9 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |