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 | $529,064 | $112,096+372.0% | $95,952+451.4% | $158,922+232.9% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 30.44% | 171.09%-140.7pp | 91.61%-61.2pp | 302.83%-272.4pp |
| Employer contribution / active EE | $4,159 | $3,198+30.0% | $2,541+63.7% | $4,761-12.7% |
| Participant deferral / active EE | $8,874 | $4,784+85.5% | $4,167+113.0% | $5,982+48.3% |
| Admin fee / account holder | $9 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |