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 | $297,869 | $100,852+195.4% | $90,404+229.5% | $158,922+87.4% |
| Participation rate | 10.0% | 75.0%-65.0pp | 72.7%-62.7pp | 82.0%-72.0pp |
| Annual return | 21.68% | 1724.20%-1702.5pp | 1293.02%-1271.3pp | 302.83%-281.1pp |
| Employer contribution / active EE | $314 | $3,689-91.5% | $3,262-90.4% | $4,761-93.4% |
| Participant deferral / active EE | $1,177 | $4,348-72.9% | $3,963-70.3% | $5,982-80.3% |
| Admin fee / account holder | $60 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |