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 | $281,045 | $114,047+146.4% | $96,139+192.3% | $167,490+67.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 72.05% | 189.88%-117.8pp | 191.94%-119.9pp | 478.56%-406.5pp |
| Employer contribution / active EE | $6,184 | $3,427+80.4% | $2,797+121.1% | $4,837+27.8% |
| Participant deferral / active EE | $6,184 | $5,194+19.1% | $4,349+42.2% | $6,341-2.5% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |