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 | $650,324 | $127,065+411.8% | $113,168+474.7% | $142,382+356.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 23.98% | 24.03%0pp | 24.27%-0.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,530 | $3,442-55.6% | $2,975-48.6% | $4,299-64.4% |
| Participant deferral / active EE | $19,279 | $5,716+237.3% | $5,107+277.5% | $6,507+196.3% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |