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 | $269,401 | $144,119+86.9% | $117,854+128.6% | $147,584+82.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 9.53% | 531.15%-521.6pp | 335.08%-325.5pp | 578.55%-569.0pp |
| Employer contribution / active EE | $1,011 | $4,896-79.3% | $3,786-73.3% | $4,876-79.3% |
| Participant deferral / active EE | $9,090 | $5,316+71.0% | $4,482+102.8% | $5,439+67.1% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |