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 6-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 | $451,174 | $189,613+137.9% | $167,512+169.3% | $142,382+216.9% |
| Participation rate | 41.7% | 80.1%-38.5pp | 77.1%-35.4pp | 80.1%-38.5pp |
| Annual return | 20.89% | 2024.68%-2003.8pp | 1615.79%-1594.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,783 | $4,349-36.0% | $3,882-28.3% | $4,299-35.3% |
| Participant deferral / active EE | $11,395 | $6,981+63.2% | $6,405+77.9% | $6,507+75.1% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |