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 | $327,776 | $97,744+235.3% | $103,476+216.8% | $145,922+124.6% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.5%-23.4pp | 80.3%-23.1pp |
| Annual return | 10.04% | 25.41%-15.4pp | 23.90%-13.9pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,519 | $4,677-24.8% | $4,672-24.7% | $4,660-24.5% |
| Participant deferral / active EE | $8,043 | $6,603+21.8% | $6,623+21.4% | $6,688+20.3% |
| Admin fee / account holder | $25 | $12,515-99.8% | $9,413-99.7% | $13,397-99.8% |