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 7-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 | $478,617 | $81,625+486.4% | $58,482+718.4% | $139,434+243.3% |
| Participation rate | 21.1% | 61.3%-40.3pp | 50.9%-29.8pp | 80.3%-59.3pp |
| Annual return | 45.88% | 7404.20%-7358.3pp | 4239.32%-4193.4pp | 372.94%-327.1pp |
| Employer contribution / active EE | $363 | $1,398-74.0% | $1,053-65.5% | $4,751-92.4% |
| Participant deferral / active EE | $600 | $2,557-76.5% | $1,924-68.8% | $6,710-91.1% |
| Admin fee / account holder | $164 | $3,265-95.0% | $2,516-93.5% | $11,403-98.6% |