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 | $1,409,739 | $171,865+720.3% | $149,718+841.6% | $147,584+855.2% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 13.50% | 2113.22%-2099.7pp | 1501.63%-1488.1pp | 578.55%-565.0pp |
| Employer contribution / active EE | $4,640 | $6,275-26.1% | $5,445-14.8% | $4,876-4.8% |
| Participant deferral / active EE | $12,000 | $7,271+65.0% | $6,569+82.7% | $5,439+120.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |