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 | $369,974 | $114,047+224.4% | $96,139+284.8% | $167,490+120.9% |
| Participation rate | 18.8% | 75.1%-56.3pp | 68.4%-49.7pp | 82.1%-63.4pp |
| Annual return | 17.43% | 189.88%-172.4pp | 191.94%-174.5pp | 478.56%-461.1pp |
| Employer contribution / active EE | $442 | $3,427-87.1% | $2,797-84.2% | $4,837-90.9% |
| Participant deferral / active EE | $1,219 | $5,194-76.5% | $4,349-72.0% | $6,341-80.8% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |