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 3-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 | $275,888 | $190,805+44.6% | $159,960+72.5% | $134,475+105.2% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | 0.00% | 552.23%-552.2pp | 408.60%-408.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,937 | $4,995-61.2% | $4,226-54.2% | $4,740-59.1% |
| Participant deferral / active EE | $15,833 | $6,923+128.7% | $6,182+156.1% | $6,400+147.4% |
| Admin fee / account holder | $34 | $10,471-99.7% | $8,698-99.6% | $11,426-99.7% |