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 | $613,413 | $109,982+457.7% | $97,226+530.9% | $145,922+320.4% |
| Participation rate | 38.1% | 75.9%-37.9pp | 72.7%-34.6pp | 80.3%-42.2pp |
| Annual return | 15.88% | 242.90%-227.0pp | 75.13%-59.3pp | 561.29%-545.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,039 | $4,676-13.6% | $4,264-5.3% | $6,688-39.6% |
| Admin fee / account holder | $114 | $6,221-98.2% | $5,654-98.0% | $13,397-99.1% |