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 | $1,559,074 | $226,064+589.7% | $182,532+754.1% | $152,861+919.9% |
| Participation rate | 22.2% | 82.5%-60.2pp | 78.0%-55.8pp | 82.4%-60.2pp |
| Annual return | 8.42% | 192.51%-184.1pp | 148.54%-140.1pp | 345.32%-336.9pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $75 | $10,703-99.3% | $8,592-99.1% | $11,596-99.4% |