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 | $458,324 | $160,055+186.4% | $140,016+227.3% | $135,375+238.6% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | -2.87% | 911.38%-914.3pp | 651.12%-654.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $2,638 | $6,420-58.9% | $5,606-52.9% | $4,779-44.8% |
| Participant deferral / active EE | $5,620 | $7,642-26.5% | $6,927-18.9% | $5,609+0.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |