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 | $265,056 | $176,812+49.9% | $146,665+80.7% | $167,490+58.3% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 12.50% | 24.03%-11.5pp | 22.74%-10.2pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,410 | $5,160-53.3% | $4,136-41.7% | $4,837-50.2% |
| Participant deferral / active EE | $8,326 | $6,440+29.3% | $5,506+51.2% | $6,341+31.3% |
| Admin fee / account holder | $11 | $13,259-99.9% | $10,280-99.9% | $12,309-99.9% |