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 | $446,215 | $87,733+408.6% | $106,548+318.8% | $85,850+419.8% |
| Participation rate | 0.0% | 71.9%-71.9pp | 76.1%-76.1pp | 69.3%-69.3pp |
| Annual return | 12.52% | 21.86%-9.3pp | 26.80%-14.3pp | 318.53%-306.0pp |
| Employer contribution / active EE | $2,182 | $2,073+5.3% | $2,819-22.6% | $2,565-14.9% |
| Participant deferral / active EE | $6,439 | $3,469+85.6% | $4,398+46.4% | $3,952+62.9% |
| Admin fee / account holder | $157 | $6,767-97.7% | $7,407-97.9% | $6,260-97.5% |