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 | $262,642 | $171,865+52.8% | $149,718+75.4% | $147,584+78.0% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 16.57% | 2113.22%-2096.6pp | 1501.63%-1485.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $3,562 | $6,275-43.2% | $5,445-34.6% | $4,876-26.9% |
| Participant deferral / active EE | $5,600 | $7,271-23.0% | $6,569-14.8% | $5,439+3.0% |
| Admin fee / account holder | $30 | $13,799-99.8% | $11,283-99.7% | $10,885-99.7% |