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 | $770,241 | $100,773+664.3% | $88,946+766.0% | $142,382+441.0% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.8%-48.8pp | 80.1%-60.1pp |
| Annual return | 14.90% | 70.18%-55.3pp | 57.82%-42.9pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,184 | $2,918-25.1% | $2,555-14.5% | $4,299-49.2% |
| Participant deferral / active EE | $2,730 | $5,230-47.8% | $4,581-40.4% | $6,507-58.0% |
| Admin fee / account holder | $120 | $9,693-98.8% | $8,261-98.5% | $12,624-99.0% |