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 9-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 | $289,936 | $227,553+27.4% | $189,557+53.0% | $167,490+73.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 8.11% | 78.40%-70.3pp | 64.17%-56.1pp | 478.56%-470.5pp |
| Employer contribution / active EE | $14,840 | $5,316+179.1% | $4,412+236.3% | $4,837+206.8% |
| Participant deferral / active EE | $8,667 | $7,002+23.8% | $6,174+40.4% | $6,341+36.7% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |