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 | $688,531 | $201,272+242.1% | $184,203+273.8% | $145,922+371.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 16.26% | 29.00%-12.7pp | 28.81%-12.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $5,466 | $7,022-22.2% | $6,427-14.9% | $4,660+17.3% |
| Participant deferral / active EE | $11,472 | $9,806+17.0% | $9,131+25.6% | $6,688+71.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |