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 10-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 | $442,242 | $114,047+287.8% | $96,139+360.0% | $167,490+164.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 16.19% | 189.88%-173.7pp | 191.94%-175.8pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,108 | $3,427-67.7% | $2,797-60.4% | $4,837-77.1% |
| Participant deferral / active EE | $1,108 | $5,194-78.7% | $4,349-74.5% | $6,341-82.5% |
| Admin fee / account holder | $0 | $6,897-100.0% | $5,537-100.0% | $12,309-100.0% |