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 | $697,147 | $84,402+726.0% | $61,373+1035.9% | $134,475+418.4% |
| Participation rate | 11.8% | 62.2%-50.4pp | 52.6%-40.8pp | 81.2%-69.5pp |
| Annual return | 29.15% | 584.55%-555.4pp | 338.61%-309.5pp | 417.96%-388.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $588 | $2,819-79.1% | $2,125-72.3% | $6,400-90.8% |
| Admin fee / account holder | $125 | $2,585-95.2% | $2,130-94.1% | $11,426-98.9% |