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 | $524,619 | $133,922+291.7% | $116,228+351.4% | $142,382+268.5% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 18.28% | 147.76%-129.5pp | 90.06%-71.8pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,964 | $3,446-43.0% | $2,994-34.4% | $4,299-54.3% |
| Participant deferral / active EE | $9,534 | $5,672+68.1% | $4,953+92.5% | $6,507+46.5% |
| Admin fee / account holder | $30 | $14,945-99.8% | $11,989-99.7% | $12,624-99.8% |