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 | $465,782 | $159,901+191.3% | $146,958+216.9% | $145,922+219.2% |
| Participation rate | 18.2% | 84.0%-65.8pp | 82.2%-64.0pp | 80.3%-62.1pp |
| Annual return | 20.43% | 98.13%-77.7pp | 418.34%-397.9pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,715 | $5,286-67.6% | $4,933-65.2% | $4,660-63.2% |
| Participant deferral / active EE | $5,475 | $8,428-35.0% | $8,070-32.2% | $6,688-18.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |