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 | $1,105,781 | $189,613+483.2% | $167,512+560.1% | $142,382+676.6% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 11.47% | 2024.68%-2013.2pp | 1615.79%-1604.3pp | 217.08%-205.6pp |
| Employer contribution / active EE | $7,511 | $4,349+72.7% | $3,882+93.5% | $4,299+74.7% |
| Participant deferral / active EE | $7,511 | $6,981+7.6% | $6,405+17.3% | $6,507+15.4% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |