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 | $1,452,774 | $116,175+1150.5% | $93,606+1452.0% | $152,861+850.4% |
| Participation rate | 20.0% | 78.0%-58.0pp | 75.8%-55.8pp | 82.4%-62.4pp |
| Annual return | 54.13% | 35.96%+18.2pp | 32.76%+21.4pp | 345.32%-291.2pp |
| Employer contribution / active EE | $7,200 | $3,218+123.7% | $2,718+164.9% | $4,762+51.2% |
| Participant deferral / active EE | $5,000 | $4,603+8.6% | $4,069+22.9% | $5,850-14.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |