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 | $331,173 | $111,754+196.3% | $103,333+220.5% | $145,922+127.0% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.03% | 24.77%-12.7pp | 24.88%-12.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $4,498 | $4,212+6.8% | $3,868+16.3% | $4,660-3.5% |
| Participant deferral / active EE | $5,283 | $5,619-6.0% | $5,057+4.5% | $6,688-21.0% |
| Admin fee / account holder | $73 | $9,750-99.3% | $8,355-99.1% | $13,397-99.5% |