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 7-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 | $299,899 | $100,773+197.6% | $88,946+237.2% | $142,382+110.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 20.85% | 70.18%-49.3pp | 57.82%-37.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $7,044 | $2,918+141.4% | $2,555+175.7% | $4,299+63.8% |
| Participant deferral / active EE | $7,500 | $5,230+43.4% | $4,581+63.7% | $6,507+15.3% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |