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 | $304,175 | $100,041+204.0% | $149,718+103.2% | $70,131+333.7% |
| Participation rate | 17.5% | 83.6%-66.1pp | 87.1%-69.6pp | 69.5%-52.0pp |
| Annual return | 19.17% | 27.43%-8.3pp | 1501.63%-1482.5pp | 73.14%-54.0pp |
| Employer contribution / active EE | $3,371 | $3,662-7.9% | $5,445-38.1% | $2,342+43.9% |
| Participant deferral / active EE | $3,376 | $4,983-32.2% | $6,569-48.6% | $3,332+1.3% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |