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 | $547,272 | $67,331+712.8% | $60,874+799.0% | $134,475+307.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -18.93% | 49.93%-68.9pp | 16.90%-35.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,398 | $3,096-54.8% | $2,701-48.2% | $4,740-70.5% |
| Participant deferral / active EE | $13,500 | $4,538+197.5% | $3,817+253.7% | $6,400+110.9% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |