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 | $385,149 | $118,919+223.9% | $88,538+335.0% | $152,861+152.0% |
| Participation rate | 50.0% | 73.4%-23.4pp | 68.7%-18.7pp | 82.4%-32.4pp |
| Annual return | 58.06% | 47.92%+10.1pp | 43.64%+14.4pp | 345.32%-287.3pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,596-100.0% |