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 6-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 | $258,257 | $169,032+52.8% | $129,207+99.9% | $145,922+77.0% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.6%-12.5pp | 80.3%-23.1pp |
| Annual return | 12.60% | 14330.11%-14317.5pp | 9417.33%-9404.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $21,331 | $5,537+285.3% | $4,153+413.6% | $4,660+357.8% |
| Participant deferral / active EE | $2,143 | $4,987-57.0% | $4,168-48.6% | $6,688-68.0% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |