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 | $366,198 | $142,344+157.3% | $119,609+206.2% | $134,475+172.3% |
| Participation rate | 20.0% | 82.8%-62.8pp | 79.3%-59.3pp | 81.2%-61.2pp |
| Annual return | -17.13% | -12.44%-4.7pp | -14.97%-2.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,087 | $5,222-79.2% | $4,232-74.3% | $4,740-77.1% |
| Participant deferral / active EE | $5,200 | $6,469-19.6% | $5,602-7.2% | $6,400-18.7% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |