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 | $534,561 | $92,703+476.6% | $82,719+546.2% | $134,475+297.5% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -18.18% | 944.92%-963.1pp | 701.18%-719.4pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,232 | $3,274-31.8% | $3,009-25.8% | $4,740-52.9% |
| Participant deferral / active EE | $5,086 | $4,802+5.9% | $4,395+15.7% | $6,400-20.5% |
| Admin fee / account holder | $120 | $5,983-98.0% | $5,329-97.7% | $11,426-98.9% |