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 | $275,364 | $110,257+149.7% | $96,544+185.2% | $139,434+97.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 17.68% | 26.32%-8.6pp | 25.84%-8.2pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,495 | $3,620-31.1% | $2,965-15.8% | $4,751-47.5% |
| Participant deferral / active EE | $8,175 | $5,548+47.4% | $4,851+68.5% | $6,710+21.8% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |