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 | $313,122 | $198,466+57.8% | $170,442+83.7% | $147,584+112.2% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 15.09% | 257.29%-242.2pp | 205.93%-190.8pp | 578.55%-563.5pp |
| Employer contribution / active EE | $3,704 | $6,184-40.1% | $5,433-31.8% | $4,876-24.0% |
| Participant deferral / active EE | $6,241 | $5,629+10.9% | $4,939+26.4% | $5,439+14.8% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |