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 | $476,621 | $209,411+127.6% | $178,490+167.0% | $158,922+199.9% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 13.90% | 188.75%-174.9pp | 151.07%-137.2pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,550 | $5,706-72.8% | $5,011-69.1% | $4,761-67.4% |
| Participant deferral / active EE | $6,173 | $5,954+3.7% | $5,202+18.7% | $5,982+3.2% |
| Admin fee / account holder | $83 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |