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 | $648,835 | $238,490+172.1% | $180,183+260.1% | $142,382+355.7% |
| Participation rate | 33.3% | 82.3%-48.9pp | 77.4%-44.1pp | 80.1%-46.8pp |
| Annual return | 16.05% | 33.56%-17.5pp | 27.86%-11.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $1,843 | $6,143-70.0% | $5,039-63.4% | $4,299-57.1% |
| Participant deferral / active EE | $3,512 | $7,996-56.1% | $6,822-48.5% | $6,507-46.0% |
| Admin fee / account holder | $10 | $28,866-100.0% | $19,975-99.9% | $12,624-99.9% |