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 | $300,018 | $160,055+87.4% | $140,016+114.3% | $135,375+121.6% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.5%-37.5pp | 82.6%-32.6pp |
| Annual return | 25.62% | 911.38%-885.8pp | 651.12%-625.5pp | 519.73%-494.1pp |
| Employer contribution / active EE | $3,524 | $6,420-45.1% | $5,606-37.1% | $4,779-26.3% |
| Participant deferral / active EE | $6,359 | $7,642-16.8% | $6,927-8.2% | $5,609+13.4% |
| Admin fee / account holder | $8 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |