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 | $408,730 | $202,318+102.0% | $172,739+136.6% | $152,861+167.4% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 27.87% | 1029.65%-1001.8pp | 802.84%-775.0pp | 345.32%-317.5pp |
| Employer contribution / active EE | $14,078 | $5,856+140.4% | $5,143+173.7% | $4,762+195.6% |
| Participant deferral / active EE | $7,419 | $5,948+24.7% | $5,198+42.7% | $5,850+26.8% |
| Admin fee / account holder | $203 | $17,109-98.8% | $13,954-98.5% | $11,596-98.3% |