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 | $290,949 | $209,411+38.9% | $178,490+63.0% | $158,922+83.1% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 15.25% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.6pp |
| Employer contribution / active EE | $4,400 | $5,706-22.9% | $5,011-12.2% | $4,761-7.6% |
| Participant deferral / active EE | $9,063 | $5,954+52.2% | $5,202+74.2% | $5,982+51.5% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |