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 | $504,034 | $172,478+192.2% | $145,661+246.0% | $142,382+254.0% |
| Participation rate | 66.7% | 80.1%-13.4pp | 77.2%-10.6pp | 80.1%-13.5pp |
| Annual return | 16.61% | 151.09%-134.5pp | 101.46%-84.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,346 | $4,899+9.1% | $4,238+26.2% | $4,299+24.4% |
| Participant deferral / active EE | $14,760 | $8,348+76.8% | $7,198+105.0% | $6,507+126.8% |
| Admin fee / account holder | $108 | $16,864-99.4% | $12,466-99.1% | $12,624-99.1% |