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 | $446,570 | $158,398+181.9% | $126,539+252.9% | $142,382+213.6% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 90.74% | 593.76%-503.0pp | 425.95%-335.2pp | 217.08%-126.3pp |
| Employer contribution / active EE | $890 | $4,650-80.9% | $3,674-75.8% | $4,299-79.3% |
| Participant deferral / active EE | $2,413 | $4,767-49.4% | $4,083-40.9% | $6,507-62.9% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |