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 | $293,743 | $189,613+54.9% | $167,512+75.4% | $142,382+106.3% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 17.60% | 2024.68%-2007.1pp | 1615.79%-1598.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $1,841 | $4,349-57.7% | $3,882-52.6% | $4,299-57.2% |
| Participant deferral / active EE | $8,726 | $6,981+25.0% | $6,405+36.2% | $6,507+34.1% |
| Admin fee / account holder | $40 | $10,528-99.6% | $9,769-99.6% | $12,624-99.7% |