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 | $339,797 | $138,065+146.1% | $123,544+175.0% | $135,375+151.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -0.05% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.8pp |
| Employer contribution / active EE | $5,200 | $5,151+0.9% | $4,628+12.4% | $4,779+8.8% |
| Participant deferral / active EE | $5,200 | $6,799-23.5% | $6,426-19.1% | $5,609-7.3% |
| Admin fee / account holder | $43 | $10,916-99.6% | $9,284-99.5% | $10,827-99.6% |