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 6-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 | $287,092 | $76,738+274.1% | $56,411+408.9% | $145,922+96.7% |
| Participation rate | 15.4% | 63.2%-47.8pp | 52.5%-37.1pp | 80.3%-64.9pp |
| Annual return | 11.24% | 2994.23%-2983.0pp | 1701.33%-1690.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $458 | $1,380-66.8% | $1,039-55.9% | $4,660-90.2% |
| Participant deferral / active EE | $4,670 | $2,623+78.1% | $1,952+139.3% | $6,688-30.2% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |