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 | $653,115 | $209,832+211.3% | $189,513+244.6% | $167,490+289.9% |
| Participation rate | 25.0% | 88.7%-63.7pp | 87.8%-62.8pp | 82.1%-57.1pp |
| Annual return | 23.61% | 748.27%-724.7pp | 555.15%-531.5pp | 478.56%-454.9pp |
| Employer contribution / active EE | $5,800 | $6,914-16.1% | $6,162-5.9% | $4,837+19.9% |
| Participant deferral / active EE | $6,500 | $8,935-27.3% | $8,221-20.9% | $6,341+2.5% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |