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 | $656,030 | $201,272+225.9% | $184,203+256.1% | $145,922+349.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 12.34% | 29.00%-16.7pp | 28.81%-16.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $5,516 | $7,022-21.4% | $6,427-14.2% | $4,660+18.4% |
| Participant deferral / active EE | $13,180 | $9,806+34.4% | $9,131+44.3% | $6,688+97.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |