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 | $428,005 | $138,044+210.0% | $125,339+241.5% | $134,475+218.3% |
| Participation rate | 27.8% | 84.5%-56.7pp | 82.4%-54.6pp | 81.2%-53.4pp |
| Annual return | -5.23% | 750.33%-755.6pp | 572.05%-577.3pp | 417.96%-423.2pp |
| Employer contribution / active EE | $3,007 | $5,243-42.7% | $4,814-37.5% | $4,740-36.6% |
| Participant deferral / active EE | $3,718 | $7,799-52.3% | $7,446-50.1% | $6,400-41.9% |
| Admin fee / account holder | $194 | $11,571-98.3% | $10,010-98.1% | $11,426-98.3% |