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 | $1,930,092 | $118,680+1526.3% | $98,907+1851.4% | $158,922+1114.5% |
| Participation rate | 20.0% | 77.8%-57.8pp | 76.0%-56.0pp | 82.0%-62.0pp |
| Annual return | 28.83% | 372.35%-343.5pp | 196.43%-167.6pp | 302.83%-274.0pp |
| Employer contribution / active EE | $6,490 | $3,333+94.7% | $2,689+141.4% | $4,761+36.3% |
| Participant deferral / active EE | $5,200 | $5,088+2.2% | $4,244+22.5% | $5,982-13.1% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |