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 | $273,455 | $150,440+81.8% | $136,294+100.6% | $147,584+85.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 12.39% | 1049.08%-1036.7pp | 5155.94%-5143.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $1,594 | $5,256-69.7% | $4,695-66.1% | $4,876-67.3% |
| Participant deferral / active EE | $7,171 | $6,630+8.1% | $6,247+14.8% | $5,439+31.8% |
| Admin fee / account holder | $20 | $10,905-99.8% | $9,243-99.8% | $10,885-99.8% |