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 | $659,255 | $64,839+916.7% | $95,585+589.7% | $84,808+677.4% |
| Participation rate | 32.0% | 63.8%-31.8pp | 72.1%-40.1pp | 68.3%-36.3pp |
| Annual return | 13.99% | -670.96%+685.0pp | 38.56%-24.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $9,152 | $1,759+420.3% | $2,527+262.2% | $2,631+247.8% |
| Participant deferral / active EE | $2,910 | $2,965-1.8% | $4,023-27.6% | $4,212-30.9% |
| Admin fee / account holder | $247 | $5,964-95.9% | $6,127-96.0% | $7,344-96.6% |