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 | $352,851 | $90,600+289.5% | $79,464+344.0% | $135,375+160.6% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | 29.17% | 977.43%-948.3pp | 718.14%-689.0pp | 519.73%-490.6pp |
| Employer contribution / active EE | $1,657 | $3,068-46.0% | $2,800-40.8% | $4,779-65.3% |
| Participant deferral / active EE | $10,394 | $4,050+156.6% | $3,704+180.6% | $5,609+85.3% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |