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 | $400,751 | $202,318+98.1% | $172,739+132.0% | $152,861+162.2% |
| Participation rate | 25.0% | 87.1%-62.1pp | 82.6%-57.6pp | 82.4%-57.4pp |
| Annual return | 20.40% | 1029.65%-1009.3pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,560 | $5,856-73.4% | $5,143-69.7% | $4,762-67.2% |
| Participant deferral / active EE | $3,900 | $5,948-34.4% | $5,198-25.0% | $5,850-33.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |