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 | $432,513 | $100,852+328.9% | $90,404+378.4% | $158,922+172.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 13.25% | 1724.20%-1711.0pp | 1293.02%-1279.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,875 | $3,689-49.2% | $3,262-42.5% | $4,761-60.6% |
| Participant deferral / active EE | $9,750 | $4,348+124.3% | $3,963+146.0% | $5,982+63.0% |
| Admin fee / account holder | $60 | $6,501-99.1% | $5,611-98.9% | $11,246-99.5% |