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 | $520,018 | $165,335+214.5% | $149,696+247.4% | $158,922+227.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 16.58% | 348.15%-331.6pp | 276.60%-260.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $21,126 | $5,103+314.0% | $4,644+354.9% | $4,761+343.7% |
| Participant deferral / active EE | $10,500 | $7,181+46.2% | $6,842+53.5% | $5,982+75.5% |
| Admin fee / account holder | $150 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |