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 | $301,610 | $121,625+148.0% | $104,607+188.3% | $158,922+89.8% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 10.31% | 465.26%-455.0pp | 340.46%-330.2pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,467 | $3,163-53.6% | $2,681-45.3% | $4,761-69.2% |
| Participant deferral / active EE | $1,658 | $4,177-60.3% | $3,740-55.7% | $5,982-72.3% |
| Admin fee / account holder | $116 | $7,787-98.5% | $6,473-98.2% | $11,246-99.0% |