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 | $251,513 | $111,724+125.1% | $93,606+168.7% | $145,922+72.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 16.39% | 202.98%-186.6pp | 133.20%-116.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $986 | $3,090-68.1% | $2,420-59.3% | $4,660-78.9% |
| Participant deferral / active EE | $7,025 | $4,912+43.0% | $4,411+59.2% | $6,688+5.0% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |