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 | $270,807 | $177,572+52.5% | $154,803+74.9% | $142,382+90.2% |
| Participation rate | 61.9% | 82.1%-20.2pp | 78.1%-16.2pp | 80.1%-18.2pp |
| Annual return | 17.92% | 65.07%-47.2pp | 58.88%-41.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,566 | $4,810-46.7% | $4,305-40.4% | $4,299-40.3% |
| Participant deferral / active EE | $5,807 | $6,272-7.4% | $5,540+4.8% | $6,507-10.8% |
| Admin fee / account holder | $89 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |