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 | $999,282 | $133,958+646.0% | $112,228+790.4% | $134,475+643.1% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -9.67% | 47.11%-56.8pp | 27.45%-37.1pp | 417.96%-427.6pp |
| Employer contribution / active EE | $3,865 | $4,038-4.3% | $3,635+6.3% | $4,740-18.5% |
| Participant deferral / active EE | $18,000 | $5,291+240.2% | $4,728+280.7% | $6,400+181.3% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |