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 | $342,991 | $115,770+196.3% | $101,248+238.8% | $158,922+115.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 12.24% | 56.14%-43.9pp | 46.47%-34.2pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,296 | $4,175-69.0% | $3,660-64.6% | $4,761-72.8% |
| Participant deferral / active EE | $8,958 | $4,957+80.7% | $4,370+105.0% | $5,982+49.7% |
| Admin fee / account holder | $15 | $7,245-99.8% | $5,945-99.7% | $11,246-99.9% |