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 | $483,013 | $135,635+256.1% | $110,238+338.2% | $135,375+256.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -5.75% | 513.19%-518.9pp | 314.74%-320.5pp | 519.73%-525.5pp |
| Employer contribution / active EE | $11,667 | $4,906+137.8% | $3,826+204.9% | $4,779+144.1% |
| Participant deferral / active EE | $16,333 | $5,506+196.6% | $4,672+249.6% | $5,609+191.2% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |