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 | $419,969 | $93,024+351.5% | $77,024+445.2% | $134,475+212.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -13.74% | 62.60%-76.3pp | 42.32%-56.1pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,231 | $3,418-34.7% | $2,812-20.7% | $4,740-52.9% |
| Participant deferral / active EE | $14,944 | $5,238+185.3% | $4,426+237.6% | $6,400+133.5% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |