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 | $314,655 | $209,832+50.0% | $189,513+66.0% | $167,490+87.9% |
| Participation rate | 55.6% | 88.7%-33.1pp | 87.8%-32.3pp | 82.1%-26.5pp |
| Annual return | 11.60% | 748.27%-736.7pp | 555.15%-543.5pp | 478.56%-467.0pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,006 | $8,935-55.2% | $8,221-51.3% | $6,341-36.8% |
| Admin fee / account holder | $108 | $14,293-99.2% | $12,045-99.1% | $12,309-99.1% |