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 | $402,469 | $108,642+270.5% | $74,701+438.8% | $152,861+163.3% |
| Participation rate | 40.0% | 65.3%-25.3pp | 54.5%-14.5pp | 82.4%-42.4pp |
| Annual return | 22.06% | 114.06%-92.0pp | 752.92%-730.9pp | 345.32%-323.3pp |
| Employer contribution / active EE | $9,340 | $1,503+521.5% | $1,084+762.0% | $4,762+96.1% |
| Participant deferral / active EE | $10,000 | $2,712+268.7% | $1,964+409.3% | $5,850+70.9% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |