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 | $434,188 | $158,398+174.1% | $126,539+243.1% | $142,382+204.9% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 13.29% | 593.76%-580.5pp | 425.95%-412.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,236 | $4,650-51.9% | $3,674-39.1% | $4,299-48.0% |
| Participant deferral / active EE | $4,473 | $4,767-6.2% | $4,083+9.6% | $6,507-31.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |