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 8-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 | $337,459 | $162,781+107.3% | $133,956+151.9% | $158,922+112.3% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 42.23% | 41.94%+0.3pp | 45.09%-2.9pp | 302.83%-260.6pp |
| Employer contribution / active EE | $25,000 | $4,975+402.5% | $3,919+538.0% | $4,761+425.1% |
| Participant deferral / active EE | $15,167 | $5,911+156.6% | $5,048+200.5% | $5,982+153.5% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |