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 9-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 | $290,035 | $165,335+75.4% | $149,696+93.7% | $158,922+82.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 18.85% | 348.15%-329.3pp | 276.60%-257.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,351 | $5,103-34.3% | $4,644-27.8% | $4,761-29.6% |
| Participant deferral / active EE | $15,169 | $7,181+111.2% | $6,842+121.7% | $5,982+153.6% |
| Admin fee / account holder | -$68 | $10,807-100.6% | $9,309-100.7% | $11,246-100.6% |