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 8-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 | $977,770 | $117,983+728.7% | $101,794+860.5% | $142,382+586.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 16.83% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,378 | $2,773+21.8% | $2,289+47.6% | $4,299-21.4% |
| Participant deferral / active EE | $31,000 | $4,714+557.7% | $4,084+659.1% | $6,507+376.4% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |