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 | $399,610 | $176,056+127.0% | $159,436+150.6% | $167,490+138.6% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 16.81% | 331.75%-314.9pp | 263.57%-246.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $25,764 | $5,297+386.4% | $4,829+433.5% | $4,837+432.6% |
| Participant deferral / active EE | $8,385 | $7,750+8.2% | $7,352+14.0% | $6,341+32.2% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |