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 | $295,678 | $177,572+66.5% | $154,803+91.0% | $142,382+107.7% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.1%-40.6pp | 80.1%-42.6pp |
| Annual return | 14.33% | 65.07%-50.7pp | 58.88%-44.6pp | 217.08%-202.7pp |
| Employer contribution / active EE | $6,493 | $4,810+35.0% | $4,305+50.8% | $4,299+51.0% |
| Participant deferral / active EE | $5,398 | $6,272-13.9% | $5,540-2.6% | $6,507-17.0% |
| Admin fee / account holder | $65 | $16,786-99.6% | $14,329-99.5% | $12,624-99.5% |