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 | $2,360,036 | $117,841+1902.7% | $102,423+2204.2% | $145,922+1517.3% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | 23.24% | 31.65%-8.4pp | 29.32%-6.1pp | 561.29%-538.0pp |
| Employer contribution / active EE | $2,520 | $3,615-30.3% | $3,023-16.6% | $4,660-45.9% |
| Participant deferral / active EE | $24,046 | $5,731+319.6% | $5,053+375.9% | $6,688+259.5% |
| Admin fee / account holder | $25 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |