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 | $484,011 | $111,754+333.1% | $103,333+368.4% | $145,922+231.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 29.44% | 24.77%+4.7pp | 24.88%+4.6pp | 561.29%-531.8pp |
| Employer contribution / active EE | $2,158 | $4,212-48.8% | $3,868-44.2% | $4,660-53.7% |
| Participant deferral / active EE | $9,000 | $5,619+60.2% | $5,057+78.0% | $6,688+34.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |