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 | $531,261 | $104,974+406.1% | $95,585+455.8% | $142,382+273.1% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 20.13% | 210.33%-190.2pp | 38.56%-18.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $833 | $2,779-70.0% | $2,527-67.0% | $4,299-80.6% |
| Participant deferral / active EE | $10,333 | $4,352+137.4% | $4,023+156.9% | $6,507+58.8% |
| Admin fee / account holder | $20 | $6,386-99.7% | $6,127-99.7% | $12,624-99.8% |