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 | $277,361 | $106,515+160.4% | $96,683+186.9% | $139,434+98.9% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 19.69% | 38.43%-18.7pp | 35.69%-16.0pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,387 | $4,103-66.2% | $3,737-62.9% | $4,751-70.8% |
| Participant deferral / active EE | $5,200 | $5,454-4.7% | $4,878+6.6% | $6,710-22.5% |
| Admin fee / account holder | $120 | $7,877-98.5% | $6,730-98.2% | $11,403-98.9% |