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 | $356,844 | $100,773+254.1% | $88,946+301.2% | $142,382+150.6% |
| Participation rate | 27.3% | 74.3%-47.0pp | 68.8%-41.6pp | 80.1%-52.8pp |
| Annual return | 13.42% | 70.18%-56.8pp | 57.82%-44.4pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,324 | $2,918-20.3% | $2,555-9.0% | $4,299-45.9% |
| Participant deferral / active EE | $8,455 | $5,230+61.6% | $4,581+84.5% | $6,507+29.9% |
| Admin fee / account holder | $35 | $9,693-99.6% | $8,261-99.6% | $12,624-99.7% |