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 | $818,598 | $185,822+340.5% | $169,993+381.5% | $139,434+487.1% |
| Participation rate | 33.3% | 87.8%-54.4pp | 87.0%-53.7pp | 80.3%-47.0pp |
| Annual return | 44.50% | 60.50%-16.0pp | 53.37%-8.9pp | 372.94%-328.4pp |
| Employer contribution / active EE | $8,800 | $7,590+15.9% | $6,785+29.7% | $4,751+85.2% |
| Participant deferral / active EE | $10,000 | $11,622-14.0% | $10,408-3.9% | $6,710+49.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |