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 | $413,368 | $70,756+484.2% | $65,493+531.2% | $142,382+190.3% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 194.45% | 1754.89%-1560.4pp | 982.45%-788.0pp | 217.08%-22.6pp |
| Employer contribution / active EE | $2,351 | $2,881-18.4% | $2,574-8.7% | $4,299-45.3% |
| Participant deferral / active EE | $9,257 | $4,637+99.6% | $3,961+133.7% | $6,507+42.3% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |