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 | $383,858 | $124,281+208.9% | $109,143+251.7% | $167,490+129.2% |
| Participation rate | 33.3% | 79.4%-46.1pp | 75.9%-42.5pp | 82.1%-48.8pp |
| Annual return | 16.43% | 26.04%-9.6pp | 25.75%-9.3pp | 478.56%-462.1pp |
| Employer contribution / active EE | $1,602 | $4,207-61.9% | $3,722-57.0% | $4,837-66.9% |
| Participant deferral / active EE | $6,500 | $5,255+23.7% | $4,653+39.7% | $6,341+2.5% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |