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 | $297,070 | $95,803+210.1% | $113,168+162.5% | $84,808+250.3% |
| Participation rate | 62.1% | 72.9%-10.8pp | 76.6%-14.5pp | 68.3%-6.2pp |
| Annual return | 18.06% | 25.00%-6.9pp | 24.27%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $4,283 | $2,360+81.5% | $2,975+44.0% | $2,631+62.8% |
| Participant deferral / active EE | $6,965 | $4,242+64.2% | $5,107+36.4% | $4,212+65.4% |
| Admin fee / account holder | $0 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |