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 | $746,357 | $202,318+268.9% | $172,739+332.1% | $152,861+388.3% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 16.62% | 1029.65%-1013.0pp | 802.84%-786.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $11,685 | $5,856+99.5% | $5,143+127.2% | $4,762+145.4% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,198+220.7% | $5,850+184.9% |
| Admin fee / account holder | $52 | $17,109-99.7% | $13,954-99.6% | $11,596-99.6% |