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 | $396,986 | $88,751+347.3% | $81,812+385.2% | $145,922+172.1% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.3%-50.1pp | 80.3%-58.1pp |
| Annual return | 17.05% | 1025.40%-1008.3pp | 773.79%-756.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $492 | $3,083-84.0% | $2,912-83.1% | $4,660-89.4% |
| Participant deferral / active EE | $4,887 | $4,643+5.2% | $4,319+13.2% | $6,688-26.9% |
| Admin fee / account holder | $0 | $8,415-100.0% | $7,386-100.0% | $13,397-100.0% |