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 | $405,215 | $127,777+217.1% | $106,548+280.3% | $167,490+141.9% |
| Participation rate | 30.8% | 78.3%-47.5pp | 76.1%-45.4pp | 82.1%-51.3pp |
| Annual return | 15.66% | 33.87%-18.2pp | 26.80%-11.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $1,488 | $3,427-56.6% | $2,819-47.2% | $4,837-69.2% |
| Participant deferral / active EE | $4,110 | $5,087-19.2% | $4,398-6.6% | $6,341-35.2% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |