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 | $376,687 | $209,411+79.9% | $178,490+111.0% | $158,922+137.0% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 44.97% | 188.75%-143.8pp | 151.07%-106.1pp | 302.83%-257.9pp |
| Employer contribution / active EE | $2,688 | $5,706-52.9% | $5,011-46.4% | $4,761-43.6% |
| Participant deferral / active EE | $7,416 | $5,954+24.5% | $5,202+42.6% | $5,982+24.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |