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 6-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 | $368,168 | $167,307+120.1% | $143,757+156.1% | $134,475+173.8% |
| Participation rate | 0.0% | 84.8%-84.8pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -16.56% | 0.46%-17.0pp | -0.04%-16.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $4,467 | $5,619-20.5% | $4,951-9.8% | $4,740-5.8% |
| Participant deferral / active EE | $16,615 | $6,446+157.8% | $5,637+194.7% | $6,400+159.6% |
| Admin fee / account holder | $50 | $18,088-99.7% | $14,673-99.7% | $11,426-99.6% |