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 | $719,969 | $108,172+565.6% | $77,482+829.2% | $158,922+353.0% |
| Participation rate | 14.3% | 64.4%-50.1pp | 54.2%-39.9pp | 82.0%-67.7pp |
| Annual return | 54.68% | 31.67%+23.0pp | 54.79%-0.1pp | 302.83%-248.1pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |