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 | $342,100 | $124,281+175.3% | $109,143+213.4% | $167,490+104.3% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.9%-75.9pp | 82.1%-82.1pp |
| Annual return | 111.79% | 26.04%+85.7pp | 25.75%+86.0pp | 478.56%-366.8pp |
| Employer contribution / active EE | $16,949 | $4,207+302.8% | $3,722+355.4% | $4,837+250.4% |
| Participant deferral / active EE | $16,163 | $5,255+207.6% | $4,653+247.4% | $6,341+154.9% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |