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 | $353,754 | $189,613+86.6% | $167,512+111.2% | $142,382+148.5% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.1%-43.7pp | 80.1%-46.8pp |
| Annual return | 11.88% | 2024.68%-2012.8pp | 1615.79%-1603.9pp | 217.08%-205.2pp |
| Employer contribution / active EE | $2,119 | $4,349-51.3% | $3,882-45.4% | $4,299-50.7% |
| Participant deferral / active EE | $4,374 | $6,981-37.3% | $6,405-31.7% | $6,507-32.8% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |