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 | $489,761 | $176,812+177.0% | $146,665+233.9% | $167,490+192.4% |
| Participation rate | 66.7% | 83.6%-16.9pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 9.25% | 24.03%-14.8pp | 22.74%-13.5pp | 478.56%-469.3pp |
| Employer contribution / active EE | $3,568 | $5,160-30.8% | $4,136-13.7% | $4,837-26.2% |
| Participant deferral / active EE | $9,417 | $6,440+46.2% | $5,506+71.0% | $6,341+48.5% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |