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 | $259,201 | $116,175+123.1% | $93,606+176.9% | $152,861+69.6% |
| Participation rate | 37.5% | 78.0%-40.5pp | 75.8%-38.3pp | 82.4%-44.9pp |
| Annual return | 17.09% | 35.96%-18.9pp | 32.76%-15.7pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,220 | $3,218-62.1% | $2,718-55.1% | $4,762-74.4% |
| Participant deferral / active EE | $2,819 | $4,603-38.8% | $4,069-30.7% | $5,850-51.8% |
| Admin fee / account holder | $20 | $10,748-99.8% | $7,888-99.7% | $11,596-99.8% |