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 5-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 | $543,618 | $110,261+393.0% | $95,745+467.8% | $139,434+289.9% |
| Participation rate | 12.5% | 75.8%-63.3pp | 72.3%-59.8pp | 80.3%-67.8pp |
| Annual return | 31.69% | 27.11%+4.6pp | 28.35%+3.3pp | 372.94%-341.3pp |
| Employer contribution / active EE | $861 | $3,257-73.6% | $2,835-69.6% | $4,751-81.9% |
| Participant deferral / active EE | $2,049 | $4,676-56.2% | $4,245-51.7% | $6,710-69.5% |
| Admin fee / account holder | $207 | $6,613-96.9% | $5,678-96.4% | $11,403-98.2% |