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 | $259,422 | $217,402+19.3% | $185,823+39.6% | $167,490+54.9% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 11.67% | 148.36%-136.7pp | 122.05%-110.4pp | 478.56%-466.9pp |
| Employer contribution / active EE | $1,832 | $5,873-68.8% | $5,167-64.6% | $4,837-62.1% |
| Participant deferral / active EE | $9,880 | $6,356+55.4% | $5,568+77.4% | $6,341+55.8% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |