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 5-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 | $463,198 | $115,882+299.7% | $100,516+360.8% | $158,922+191.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 79.4%-29.4pp | 82.0%-32.0pp |
| Annual return | 25.94% | 34.79%-8.9pp | 30.89%-4.9pp | 302.83%-276.9pp |
| Employer contribution / active EE | $8,937 | $4,103+117.8% | $3,418+161.5% | $4,761+87.7% |
| Participant deferral / active EE | $11,703 | $6,674+75.3% | $6,270+86.7% | $5,982+95.6% |
| Admin fee / account holder | $30 | $10,995-99.7% | $8,081-99.6% | $11,246-99.7% |