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 | $380,000 | $84,402+350.2% | $61,373+519.2% | $134,475+182.6% |
| Participation rate | 13.3% | 62.2%-48.9pp | 52.6%-39.2pp | 81.2%-67.9pp |
| Annual return | -18.72% | 584.55%-603.3pp | 338.61%-357.3pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,200 | $1,544+107.2% | $1,159+176.0% | $4,740-32.5% |
| Participant deferral / active EE | $2,400 | $2,819-14.9% | $2,125+12.9% | $6,400-62.5% |
| Admin fee / account holder | $225 | $2,585-91.3% | $2,130-89.4% | $11,426-98.0% |