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 | $257,824 | $202,318+27.4% | $172,739+49.3% | $152,861+68.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.4%-32.4pp |
| Annual return | 27.02% | 1029.65%-1002.6pp | 802.84%-775.8pp | 345.32%-318.3pp |
| Employer contribution / active EE | $2,400 | $5,856-59.0% | $5,143-53.3% | $4,762-49.6% |
| Participant deferral / active EE | $8,952 | $5,948+50.5% | $5,198+72.2% | $5,850+53.0% |
| Admin fee / account holder | $15 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |