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 7-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 | $289,332 | $58,851+391.6% | $115,157+151.2% | $72,985+296.4% |
| Participation rate | 7.4% | 65.5%-58.1pp | 75.9%-68.5pp | 69.5%-62.1pp |
| Annual return | 0.00% | 23.16%-23.2pp | 35.60%-35.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $501 | $1,798-72.1% | $3,179-84.2% | $2,440-79.5% |
| Participant deferral / active EE | $3,455 | $2,643+30.7% | $4,168-17.1% | $3,607-4.2% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,088-100.0% | $5,124-100.0% |