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 | $421,829 | $189,613+122.5% | $167,512+151.8% | $142,382+196.3% |
| Participation rate | 55.6% | 80.1%-24.6pp | 77.1%-21.5pp | 80.1%-24.6pp |
| Annual return | 13.51% | 2024.68%-2011.2pp | 1615.79%-1602.3pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,101 | $4,349-51.7% | $3,882-45.9% | $4,299-51.1% |
| Participant deferral / active EE | $10,492 | $6,981+50.3% | $6,405+63.8% | $6,507+61.2% |
| Admin fee / account holder | $192 | $10,528-98.2% | $9,769-98.0% | $12,624-98.5% |