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 | $280,520 | $167,307+67.7% | $143,757+95.1% | $134,475+108.6% |
| Participation rate | 20.0% | 84.8%-64.8pp | 80.3%-60.3pp | 81.2%-61.2pp |
| Annual return | -4.24% | 0.46%-4.7pp | -0.04%-4.2pp | 417.96%-422.2pp |
| Employer contribution / active EE | $2,440 | $5,619-56.6% | $4,951-50.7% | $4,740-48.5% |
| Participant deferral / active EE | $5,400 | $6,446-16.2% | $5,637-4.2% | $6,400-15.6% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |