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 | $983,657 | $175,202+461.4% | $149,673+557.2% | $139,434+605.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 11.37% | 166.71%-155.3pp | 134.42%-123.0pp | 372.94%-361.6pp |
| Employer contribution / active EE | $13,200 | $5,474+141.1% | $4,818+174.0% | $4,751+177.8% |
| Participant deferral / active EE | $17,500 | $6,519+168.5% | $5,680+208.1% | $6,710+160.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |