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 | $390,528 | $106,515+266.6% | $96,683+303.9% | $139,434+180.1% |
| Participation rate | 58.3% | 77.8%-19.5pp | 74.3%-16.0pp | 80.3%-22.0pp |
| Annual return | 28.27% | 38.43%-10.2pp | 35.69%-7.4pp | 372.94%-344.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,971 | $5,454-63.9% | $4,878-59.6% | $6,710-70.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |