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 | $375,113 | $109,982+241.1% | $97,226+285.8% | $145,922+157.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 16.69% | 242.90%-226.2pp | 75.13%-58.4pp | 561.29%-544.6pp |
| Employer contribution / active EE | $25,397 | $3,084+723.6% | $2,729+830.7% | $4,660+445.0% |
| Participant deferral / active EE | $11,500 | $4,676+145.9% | $4,264+169.7% | $6,688+72.0% |
| Admin fee / account holder | $45 | $6,221-99.3% | $5,654-99.2% | $13,397-99.7% |