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 | $297,125 | $109,817+170.6% | $98,442+201.8% | $167,490+77.4% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 16.01% | 1956.69%-1940.7pp | 1492.73%-1476.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,566 | $3,224-51.4% | $2,960-47.1% | $4,837-67.6% |
| Participant deferral / active EE | $3,914 | $4,673-16.2% | $4,276-8.5% | $6,341-38.3% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |