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 | $304,307 | $106,515+185.7% | $96,683+214.7% | $139,434+118.2% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 21.37% | 38.43%-17.1pp | 35.69%-14.3pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,115 | $4,103-72.8% | $3,737-70.2% | $4,751-76.5% |
| Participant deferral / active EE | $5,475 | $5,454+0.4% | $4,878+12.2% | $6,710-18.4% |
| Admin fee / account holder | $120 | $7,877-98.5% | $6,730-98.2% | $11,403-98.9% |