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 | $556,207 | $90,600+513.9% | $79,464+599.9% | $135,375+310.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -2.60% | 977.43%-980.0pp | 718.14%-720.7pp | 519.73%-522.3pp |
| Employer contribution / active EE | $8,849 | $3,068+188.4% | $2,800+216.0% | $4,779+85.2% |
| Participant deferral / active EE | $22,400 | $4,050+453.1% | $3,704+504.8% | $5,609+299.4% |
| Admin fee / account holder | $63 | $5,907-98.9% | $5,113-98.8% | $10,827-99.4% |