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 | $458,235 | $180,449+153.9% | $154,107+197.3% | $135,375+238.5% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -4.64% | 888.09%-892.7pp | 735.12%-739.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $16,753 | $6,035+177.6% | $5,298+216.2% | $4,779+250.6% |
| Participant deferral / active EE | $9,250 | $5,806+59.3% | $5,081+82.1% | $5,609+64.9% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |