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 | $271,586 | $165,984+63.6% | $164,813+64.8% | $145,922+86.1% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 12.45% | 100.03%-87.6pp | 69.93%-57.5pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,355 | $5,273-36.4% | $4,341-22.7% | $4,660-28.0% |
| Participant deferral / active EE | $11,405 | $6,959+63.9% | $6,031+89.1% | $6,688+70.5% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |