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 | $6,044,922 | $201,272+2903.4% | $184,203+3181.7% | $145,922+4042.6% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 19.99% | 29.00%-9.0pp | 28.81%-8.8pp | 561.29%-541.3pp |
| Employer contribution / active EE | $8,355 | $7,022+19.0% | $6,427+30.0% | $4,660+79.3% |
| Participant deferral / active EE | $17,026 | $9,806+73.6% | $9,131+86.5% | $6,688+154.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |