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 | $870,466 | $168,632+416.2% | $147,614+489.7% | $125,391+594.2% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -1.00% | 77.65%-78.6pp | 61.98%-63.0pp | 282.22%-283.2pp |
| Employer contribution / active EE | $2,605 | $6,252-58.3% | $5,564-53.2% | $4,866-46.5% |
| Participant deferral / active EE | $13,100 | $5,507+137.9% | $4,895+167.6% | $5,352+144.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |