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 | $342,747 | $94,752+261.7% | $112,887+203.6% | $139,434+145.8% |
| Participation rate | 66.7% | 81.3%-14.6pp | 80.5%-13.8pp | 80.3%-13.7pp |
| Annual return | 13.82% | 40.88%-27.1pp | 34.10%-20.3pp | 372.94%-359.1pp |
| Employer contribution / active EE | $4,904 | $4,625+6.0% | $4,563+7.5% | $4,751+3.2% |
| Participant deferral / active EE | $8,957 | $6,512+37.5% | $6,513+37.5% | $6,710+33.5% |
| Admin fee / account holder | $280 | $8,527-96.7% | $7,047-96.0% | $11,403-97.5% |