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 | $1,279,488 | $109,413+1069.4% | $156,263+718.8% | $84,808+1408.7% |
| Participation rate | 24.0% | 72.7%-48.7pp | 78.9%-54.9pp | 68.3%-44.3pp |
| Annual return | 14.99% | 20.18%-5.2pp | 59.47%-44.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,431 | $2,907-50.8% | $4,333-67.0% | $2,631-45.6% |
| Participant deferral / active EE | $4,209 | $4,590-8.3% | $6,158-31.7% | $4,212-0.1% |
| Admin fee / account holder | $0 | $9,357-100.0% | $14,255-100.0% | $7,344-100.0% |