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 | $1,724,001 | $111,724+1443.1% | $93,606+1741.8% | $145,922+1081.5% |
| Participation rate | 45.5% | 74.2%-28.8pp | 68.7%-23.3pp | 80.3%-34.8pp |
| Annual return | 10.34% | 202.98%-192.6pp | 133.20%-122.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,776 | $3,090-42.5% | $2,420-26.6% | $4,660-61.9% |
| Participant deferral / active EE | $7,367 | $4,912+50.0% | $4,411+67.0% | $6,688+10.2% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |