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 | $330,177 | $177,572+85.9% | $154,803+113.3% | $142,382+131.9% |
| Participation rate | 22.2% | 82.1%-59.8pp | 78.1%-55.8pp | 80.1%-57.9pp |
| Annual return | 13.33% | 65.07%-51.7pp | 58.88%-45.6pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,075 | $4,810-77.7% | $4,305-75.0% | $4,299-75.0% |
| Participant deferral / active EE | $3,885 | $6,272-38.1% | $5,540-29.9% | $6,507-40.3% |
| Admin fee / account holder | $245 | $16,786-98.5% | $14,329-98.3% | $12,624-98.1% |