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 | $385,230 | $83,477+361.5% | $125,175+207.8% | $72,985+427.8% |
| Participation rate | 9.4% | 73.3%-63.9pp | 79.8%-70.4pp | 69.5%-60.1pp |
| Annual return | 24.04% | 25.78%-1.7pp | 43.79%-19.7pp | 81.00%-57.0pp |
| Employer contribution / active EE | $799 | $2,345-65.9% | $3,865-79.3% | $2,440-67.2% |
| Participant deferral / active EE | $1,677 | $3,585-53.2% | $4,937-66.0% | $3,607-53.5% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |