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 | $289,264 | $209,832+37.9% | $189,513+52.6% | $167,490+72.7% |
| Participation rate | 64.3% | 88.7%-24.4pp | 87.8%-23.5pp | 82.1%-17.8pp |
| Annual return | 18.60% | 748.27%-729.7pp | 555.15%-536.6pp | 478.56%-460.0pp |
| Employer contribution / active EE | $4,707 | $6,914-31.9% | $6,162-23.6% | $4,837-2.7% |
| Participant deferral / active EE | $9,656 | $8,935+8.1% | $8,221+17.5% | $6,341+52.3% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |