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 5-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 | $749,012 | $109,982+581.0% | $97,226+670.4% | $145,922+413.3% |
| Participation rate | 10.5% | 75.9%-65.4pp | 72.7%-62.2pp | 80.3%-69.8pp |
| Annual return | 34.10% | 242.90%-208.8pp | 75.13%-41.0pp | 561.29%-527.2pp |
| Employer contribution / active EE | $346 | $3,084-88.8% | $2,729-87.3% | $4,660-92.6% |
| Participant deferral / active EE | $1,760 | $4,676-62.4% | $4,264-58.7% | $6,688-73.7% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |