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 | $426,893 | $93,024+358.9% | $77,024+454.2% | $134,475+217.5% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -19.24% | 62.60%-81.8pp | 42.32%-61.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,760 | $3,418+39.3% | $2,812+69.3% | $4,740+0.4% |
| Participant deferral / active EE | $5,950 | $5,238+13.6% | $4,426+34.4% | $6,400-7.0% |
| Admin fee / account holder | $120 | $6,944-98.3% | $5,425-97.8% | $11,426-98.9% |