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 | $365,017 | $133,922+172.6% | $116,228+214.1% | $142,382+156.4% |
| Participation rate | 47.4% | 77.9%-30.5pp | 74.6%-27.2pp | 80.1%-32.8pp |
| Annual return | 17.70% | 147.76%-130.1pp | 90.06%-72.4pp | 217.08%-199.4pp |
| Employer contribution / active EE | $1,942 | $3,446-43.6% | $2,994-35.2% | $4,299-54.8% |
| Participant deferral / active EE | $4,816 | $5,672-15.1% | $4,953-2.8% | $6,507-26.0% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |