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 | $479,373 | $189,613+152.8% | $167,512+186.2% | $142,382+236.7% |
| Participation rate | 25.0% | 80.1%-55.1pp | 77.1%-52.1pp | 80.1%-55.1pp |
| Annual return | 25.68% | 2024.68%-1999.0pp | 1615.79%-1590.1pp | 217.08%-191.4pp |
| Employer contribution / active EE | $1,000 | $4,349-77.0% | $3,882-74.2% | $4,299-76.7% |
| Participant deferral / active EE | $13,250 | $6,981+89.8% | $6,405+106.9% | $6,507+103.6% |
| Admin fee / account holder | $20 | $10,528-99.8% | $9,769-99.8% | $12,624-99.8% |