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 | $272,677 | $92,703+194.1% | $82,719+229.6% | $134,475+102.8% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -16.97% | 944.92%-961.9pp | 701.18%-718.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $7,741 | $3,274+136.5% | $3,009+157.3% | $4,740+63.3% |
| Participant deferral / active EE | $10,143 | $4,802+111.2% | $4,395+130.8% | $6,400+58.5% |
| Admin fee / account holder | $242 | $5,983-96.0% | $5,329-95.5% | $11,426-97.9% |