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 | $259,806 | $49,922+420.4% | $80,569+222.5% | $75,163+245.7% |
| Participation rate | 19.4% | 55.3%-35.9pp | 67.0%-47.6pp | 67.2%-47.7pp |
| Annual return | 14.76% | 34.69%-19.9pp | 935.43%-920.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $514 | $1,698-69.7% | $2,723-81.1% | $2,670-80.7% |
| Participant deferral / active EE | $1,771 | $2,990-40.8% | $4,447-60.2% | $4,125-57.1% |
| Admin fee / account holder | $0 | $3,577-100.0% | $5,377-100.0% | $5,651-100.0% |