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 | $268,486 | $76,000+253.3% | $154,107+74.2% | $64,186+318.3% |
| Participation rate | 36.0% | 70.4%-34.4pp | 83.0%-47.0pp | 69.6%-33.6pp |
| Annual return | -6.71% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,648 | $3,351-50.8% | $5,298-68.9% | $2,381-30.8% |
| Participant deferral / active EE | $5,100 | $3,175+60.6% | $5,081+0.4% | $3,470+47.0% |
| Admin fee / account holder | $122 | $5,596-97.8% | $13,411-99.1% | $4,888-97.5% |