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 | $303,077 | $99,020+206.1% | $86,590+250.0% | $147,584+105.4% |
| Participation rate | 25.0% | 76.3%-51.3pp | 73.5%-48.5pp | 82.8%-57.8pp |
| Annual return | 11.09% | 1312.34%-1301.2pp | 964.84%-953.7pp | 578.55%-567.5pp |
| Employer contribution / active EE | $520 | $3,132-83.4% | $2,839-81.7% | $4,876-89.3% |
| Participant deferral / active EE | $650 | $3,972-83.6% | $3,609-82.0% | $5,439-88.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |