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 | $304,167 | $148,534+104.8% | $135,903+123.8% | $139,434+118.1% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.74% | 79.19%-60.4pp | 68.23%-49.5pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,906 | $5,243-44.6% | $4,856-40.2% | $4,751-38.8% |
| Participant deferral / active EE | $8,456 | $8,100+4.4% | $7,758+9.0% | $6,710+26.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |