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 | $674,799 | $214,378+214.8% | $200,582+236.4% | $142,382+373.9% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 22.15% | 46.41%-24.3pp | 42.33%-20.2pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,642 | $6,841-46.8% | $6,419-43.3% | $4,299-15.3% |
| Participant deferral / active EE | $20,667 | $9,865+109.5% | $9,331+121.5% | $6,507+217.6% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |