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 3-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 | $298,727 | $148,534+101.1% | $135,903+119.8% | $139,434+114.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 184.87% | 79.19%+105.7pp | 68.23%+116.6pp | 372.94%-188.1pp |
| Employer contribution / active EE | $27,976 | $5,243+433.6% | $4,856+476.1% | $4,751+488.9% |
| Participant deferral / active EE | $17,524 | $8,100+116.3% | $7,758+125.9% | $6,710+161.2% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |