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 | $328,481 | $84,402+289.2% | $61,373+435.2% | $134,475+144.3% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -18.08% | 584.55%-602.6pp | 338.61%-356.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $455 | $1,544-70.5% | $1,159-60.8% | $4,740-90.4% |
| Participant deferral / active EE | $6,000 | $2,819+112.8% | $2,125+182.4% | $6,400-6.2% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |