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 | $320,854 | $105,931+202.9% | $81,930+291.6% | $158,922+101.9% |
| Participation rate | 20.8% | 75.6%-54.8pp | 72.0%-51.2pp | 82.0%-61.1pp |
| Annual return | 43.54% | 38.17%+5.4pp | 29.49%+14.1pp | 302.83%-259.3pp |
| Employer contribution / active EE | $603 | $7,800-92.3% | $4,310-86.0% | $4,761-87.3% |
| Participant deferral / active EE | $1,490 | $13,003-88.5% | $7,107-79.0% | $5,982-75.1% |
| Admin fee / account holder | $258 | $8,489-97.0% | $5,158-95.0% | $11,246-97.7% |