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 6-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 | $1,940,092 | $159,602+1115.6% | $150,045+1193.0% | $142,382+1262.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.3%-19.8pp | 80.1%-17.6pp |
| Annual return | 183.92% | 70.24%+113.7pp | 62.55%+121.4pp | 217.08%-33.2pp |
| Employer contribution / active EE | $2,959 | $4,961-40.3% | $4,693-37.0% | $4,299-31.2% |
| Participant deferral / active EE | $6,217 | $8,310-25.2% | $7,997-22.3% | $6,507-4.5% |
| Admin fee / account holder | $3 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |