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 | $2,540,653 | $183,519+1284.4% | $155,509+1533.8% | $145,922+1641.1% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 22.22% | 61.17%-38.9pp | 64.67%-42.4pp | 561.29%-539.1pp |
| Employer contribution / active EE | $17,738 | $5,313+233.9% | $4,672+279.6% | $4,660+280.7% |
| Participant deferral / active EE | $20,333 | $6,462+214.6% | $5,626+261.4% | $6,688+204.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |