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 | $291,740 | $179,726+62.3% | $156,263+86.7% | $142,382+104.9% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 10.35% | 77.86%-67.5pp | 59.47%-49.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $2,612 | $5,069-48.5% | $4,333-39.7% | $4,299-39.3% |
| Participant deferral / active EE | $11,947 | $6,956+71.7% | $6,158+94.0% | $6,507+83.6% |
| Admin fee / account holder | $60 | $17,272-99.7% | $14,255-99.6% | $12,624-99.5% |