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 | $385,665 | $175,202+120.1% | $149,673+157.7% | $139,434+176.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 26.20% | 166.71%-140.5pp | 134.42%-108.2pp | 372.94%-346.7pp |
| Employer contribution / active EE | $8,437 | $5,474+54.1% | $4,818+75.1% | $4,751+77.6% |
| Participant deferral / active EE | $10,255 | $6,519+57.3% | $5,680+80.5% | $6,710+52.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |