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 8-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 | $291,044 | $104,907+177.4% | $84,611+244.0% | $152,861+90.4% |
| Participation rate | 60.0% | 74.8%-14.8pp | 68.2%-8.2pp | 82.4%-22.4pp |
| Annual return | 29.93% | 373.79%-343.9pp | 258.74%-228.8pp | 345.32%-315.4pp |
| Employer contribution / active EE | $2,310 | $3,302-30.0% | $2,652-12.9% | $4,762-51.5% |
| Participant deferral / active EE | $11,931 | $4,688+154.5% | $3,899+206.0% | $5,850+103.9% |
| Admin fee / account holder | $77 | $6,241-98.8% | $4,912-98.4% | $11,596-99.3% |