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 | $473,443 | $70,606+570.5% | $53,898+778.4% | $142,382+232.5% |
| Participation rate | 44.4% | 63.7%-19.3pp | 55.0%-10.5pp | 80.1%-35.7pp |
| Annual return | 12.40% | 619.81%-607.4pp | 528.60%-516.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $769 | $1,202-36.0% | $932-17.5% | $4,299-82.1% |
| Participant deferral / active EE | $6,132 | $2,364+159.4% | $1,826+235.8% | $6,507-5.8% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |