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 | $590,865 | $110,257+435.9% | $96,544+512.0% | $139,434+323.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 18.21% | 26.32%-8.1pp | 25.84%-7.6pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,680 | $3,620+29.3% | $2,965+57.8% | $4,751-1.5% |
| Participant deferral / active EE | $8,970 | $5,548+61.7% | $4,851+84.9% | $6,710+33.7% |
| Admin fee / account holder | $52 | $11,591-99.6% | $8,252-99.4% | $11,403-99.5% |