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 | $474,478 | $176,662+168.6% | $130,648+263.2% | $152,861+210.4% |
| Participation rate | 33.3% | 79.0%-45.6pp | 71.7%-38.4pp | 82.4%-49.1pp |
| Annual return | 24.33% | 2692.24%-2667.9pp | 1708.96%-1684.6pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,667 | $5,742-53.6% | $4,092-34.8% | $4,762-44.0% |
| Participant deferral / active EE | $6,333 | $4,361+45.2% | $3,603+75.8% | $5,850+8.3% |
| Admin fee / account holder | $0 | $7,133-100.0% | $5,464-100.0% | $11,596-100.0% |