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 | $610,760 | $177,572+244.0% | $154,803+294.5% | $142,382+329.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 16.95% | 65.07%-48.1pp | 58.88%-41.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $6,017 | $4,810+25.1% | $4,305+39.7% | $4,299+40.0% |
| Participant deferral / active EE | $9,936 | $6,272+58.4% | $5,540+79.3% | $6,507+52.7% |
| Admin fee / account holder | $60 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |