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 | $461,489 | $97,757+372.1% | $83,848+450.4% | $135,375+240.9% |
| Participation rate | 16.7% | 80.0%-63.3pp | 76.1%-59.5pp | 82.6%-66.0pp |
| Annual return | 8.95% | 1287.37%-1278.4pp | 850.88%-841.9pp | 519.73%-510.8pp |
| Employer contribution / active EE | $1,214 | $4,222-71.2% | $3,631-66.6% | $4,779-74.6% |
| Participant deferral / active EE | $1,214 | $4,682-74.1% | $4,082-70.3% | $5,609-78.4% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |