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 7-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 | $607,410 | $183,519+231.0% | $155,509+290.6% | $145,922+316.3% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 18.72% | 61.17%-42.4pp | 64.67%-45.9pp | 561.29%-542.6pp |
| Employer contribution / active EE | $4,000 | $5,313-24.7% | $4,672-14.4% | $4,660-14.2% |
| Participant deferral / active EE | $19,000 | $6,462+194.0% | $5,626+237.7% | $6,688+184.1% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |