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 | $823,224 | $127,065+547.9% | $113,168+627.4% | $142,382+478.2% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 13.30% | 24.03%-10.7pp | 24.27%-11.0pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,680 | $3,442+36.0% | $2,975+57.3% | $4,299+8.9% |
| Participant deferral / active EE | $8,970 | $5,716+56.9% | $5,107+75.6% | $6,507+37.8% |
| Admin fee / account holder | $76 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |