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 | $625,450 | $118,680+427.0% | $98,907+532.4% | $158,922+293.6% |
| Participation rate | 62.5% | 77.8%-15.3pp | 76.0%-13.5pp | 82.0%-19.5pp |
| Annual return | 11.11% | 372.35%-361.2pp | 196.43%-185.3pp | 302.83%-291.7pp |
| Employer contribution / active EE | $8,948 | $3,333+168.5% | $2,689+232.8% | $4,761+87.9% |
| Participant deferral / active EE | $7,621 | $5,088+49.8% | $4,244+79.6% | $5,982+27.4% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |