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 | $349,312 | $185,200+88.6% | $142,863+144.5% | $167,490+108.6% |
| Participation rate | 25.0% | 78.4%-53.4pp | 71.9%-46.9pp | 82.1%-57.1pp |
| Annual return | 28.86% | 8555.70%-8526.8pp | 5637.54%-5608.7pp | 478.56%-449.7pp |
| Employer contribution / active EE | $0 | $5,604-100.0% | $4,144-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $3,837-100.0% | $6,341-100.0% |
| Admin fee / account holder | $15 | $8,031-99.8% | $6,560-99.8% | $12,309-99.9% |