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 | $303,915 | $209,411+45.1% | $178,490+70.3% | $158,922+91.2% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 30.68% | 188.75%-158.1pp | 151.07%-120.4pp | 302.83%-272.1pp |
| Employer contribution / active EE | $13,345 | $5,706+133.9% | $5,011+166.3% | $4,761+180.3% |
| Participant deferral / active EE | $7,608 | $5,954+27.8% | $5,202+46.3% | $5,982+27.2% |
| Admin fee / account holder | $18 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |