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 | $451,672 | $114,381+294.9% | $107,525+320.1% | $142,382+217.2% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 20.64% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,967 | $4,015+23.7% | $3,754+32.3% | $4,299+15.5% |
| Participant deferral / active EE | $9,078 | $5,564+63.2% | $5,116+77.5% | $6,507+39.5% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |