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 | $272,066 | $185,822+46.4% | $169,993+60.0% | $139,434+95.1% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 21.42% | 60.50%-39.1pp | 53.37%-32.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,659 | $7,590-65.0% | $6,785-60.8% | $4,751-44.0% |
| Participant deferral / active EE | $7,100 | $11,622-38.9% | $10,408-31.8% | $6,710+5.8% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |