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 | $512,398 | $105,859+384.0% | $90,160+468.3% | $147,584+247.2% |
| Participation rate | 40.0% | 79.7%-39.7pp | 76.9%-36.9pp | 82.8%-42.8pp |
| Annual return | 11.58% | 37.63%-26.0pp | 34.88%-23.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $2,247 | $4,126-45.5% | $3,318-32.3% | $4,876-53.9% |
| Participant deferral / active EE | $6,314 | $5,733+10.1% | $5,288+19.4% | $5,439+16.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |