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 9-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 | $377,684 | $100,852+274.5% | $90,404+317.8% | $158,922+137.7% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | 12.13% | 1724.20%-1712.1pp | 1293.02%-1280.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $2,316 | $3,689-37.2% | $3,262-29.0% | $4,761-51.4% |
| Participant deferral / active EE | $2,918 | $4,348-32.9% | $3,963-26.4% | $5,982-51.2% |
| Admin fee / account holder | $260 | $6,501-96.0% | $5,611-95.4% | $11,246-97.7% |