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 | $267,188 | $138,044+93.6% | $125,339+113.2% | $134,475+98.7% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -16.29% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,791 | $5,243-46.8% | $4,814-42.0% | $4,740-41.1% |
| Participant deferral / active EE | $4,984 | $7,799-36.1% | $7,446-33.1% | $6,400-22.1% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.6% |