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 | $693,387 | $133,922+417.8% | $116,228+496.6% | $142,382+387.0% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.6%-34.6pp | 80.1%-40.1pp |
| Annual return | 23.82% | 147.76%-123.9pp | 90.06%-66.2pp | 217.08%-193.3pp |
| Employer contribution / active EE | $5,041 | $3,446+46.3% | $2,994+68.3% | $4,299+17.3% |
| Participant deferral / active EE | $9,141 | $5,672+61.2% | $4,953+84.6% | $6,507+40.5% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |