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 | $320,371 | $80,717+296.9% | $154,803+107.0% | $84,808+277.8% |
| Participation rate | 46.4% | 66.8%-20.4pp | 78.1%-31.6pp | 68.3%-21.9pp |
| Annual return | 22.31% | 37.96%-15.6pp | 58.88%-36.6pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,541 | $2,761-44.2% | $4,305-64.2% | $2,631-41.4% |
| Participant deferral / active EE | $2,956 | $3,303-10.5% | $5,540-46.7% | $4,212-29.8% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |