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 8-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 | $257,813 | $209,832+22.9% | $189,513+36.0% | $167,490+53.9% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 23.51% | 748.27%-724.8pp | 555.15%-531.6pp | 478.56%-455.0pp |
| Employer contribution / active EE | $25,667 | $6,914+271.2% | $6,162+316.6% | $4,837+430.6% |
| Participant deferral / active EE | $17,333 | $8,935+94.0% | $8,221+110.8% | $6,341+173.3% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |