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 | $728,787 | $76,738+849.7% | $56,411+1191.9% | $145,922+399.4% |
| Participation rate | 0.0% | 63.2%-63.2pp | 52.5%-52.5pp | 80.3%-80.3pp |
| Annual return | 21.62% | 2994.23%-2972.6pp | 1701.33%-1679.7pp | 561.29%-539.7pp |
| Employer contribution / active EE | $2,514 | $1,380+82.2% | $1,039+142.0% | $4,660-46.1% |
| Participant deferral / active EE | $2,432 | $2,623-7.3% | $1,952+24.6% | $6,688-63.6% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |